Tax Efficient Investing

The government is very clear that it wants to encourage people to save, and also to support investment into young, growing companies.

That is why it gives very significant tax incentives to encourage people to save and invest in this way, across ISAs, Pensions, Enterprise Investment Schemes (EIS), Venture Capital Trusts (VCT) and Business Relief. These are all completely approved by HMRC, and we use these to both reduce the tax bill of our clients, and to diversify their investments.

The products can also include onshore and offshore bonds and trusts.

These products can reduce Income Tax, Capital Gains Tax and Inheritance Tax if used in the right way.

Is your current investment strategy reaping the right level of returns? Are you interested in diversifying your portfolio?

For an investments review, 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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