Tax planning

Specialist Tax Planning Solutions

Spending too much time trying to mitigate your tax liabilities? Keeping up to date with the latest regulations, procedures and changes in tax systems can feel like a laborious task. Understanding the complex world of tax takes time and expert knowledge. Your time would be better spent on focusing on your business and your investments, so why not leave the tax planning up to us?

At Clear Solutions, our multi-award winning financial planning solutions will enable you to do just that. Our specialist team of Tax Planning (Tax Liability Reduction) experts use successful financial planning strategies to keep you on the right side of HMRC. Our aim is for you to keep as much of your hard-earned money as possible.

In an ever-changing world of Tax Planning, our team spend hours each month keeping up-to-date on the latest procedures, regulations and changes in tax. Through our Financial Planning process, we provide Tax Planning advice specifically tailored to your situation. Stephen Jones, our Principal Chartered Financial Planner, is our Tax Planning Specialist, renowned amongst our clients for his vast knowledge, strategic and technical abilities. As well as identifying your Tax Planning options, we can also advise on specific Tax Planning schemes such as Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS).

Inheritance tax

Inheritance tax

Inheritance tax

Venture Capital Trust

Inheritance tax

Enterprise Investment Schemes

Whether you need expert tax planning as an individual or for your business, why not book a Financial Planning session with us to see how we can reduce your tax?

Please get in touch today.

Will your private or final salary pensions give you the income you really need? Worried about whether you’ll be facing a comfortable retirement? Book a pension review today. We will meet you at your home at a mutually convenient time to look through your pension options (Birmingham, Derby, Derbyshire, Burton on Trent, Staffordshire area, London).

Trust us… we’re experts

Our Advisers hold Chartered and Certified qualifications, ranking amongst the highest in the profession. Our highly qualified team of experts are above the FCA minimum standard for advisers. In 2008, we were the first joint practice to be awarded the new British Standards ISO 22222 International Financial Planning Standard by the Chartered Insurance Institute.

Our Managing Director was asked to be an assessor of the new standard helping to disseminate ‘best practice’. This measures the ability to deliver a consistent holistic financial planning service to an extremely high technical standard.

In 2013, we became the only firm to be awarded the BS85777 accreditation by the Chartered Insurance Institute. When the Chartered Insurance InstituteI relinquished their UK licence to maintain the above awards, Clear Solutions withdrew from the accreditation and no longer hold either accreditation.


FCA logo

Clear Solutions Wealth and Tax Management Ltd are registered with the Financial Conduct Authority.
Registration Number 429206-007
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Contact 01283 730080
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