- Care fees planning
- Corporate financial planning
- Funding your retirement
- Inheritance tax mitigation
- Investment management
- Support for accountants
- Support for legal professionals
Wherever you're
sitting, make sure
it’s comfortably.
Contact us now.
We can help your clients over the financial hurdles, while you meet their legal challenges.
Sometimes, the line between legal and financial work can seem a little blurred. Often it’s clear that an Individual needs sound financial advice as much as the representation of a Solicitor.
We provide advice and support for specialist concerns including wealth/asset management, a compliance service to satisfy the Trustee Act 2000 and help if Long Term Care funding is needed.Most Solicitors do not have appropriate FSA Regulatory status to advise on matters such as Discounted Gift Schemes and assets attracting Business Property Relief. We can help by providing this advice to complement the Inheritance Tax Mitigation that you provide from your offices.
If clients are introduced by you, we provide them with a full report, entirely free of charge. If they are unimpressed, they are under no obligation. If they proceed, the advice contains a menu of all charges they could face – everything is disclosed and nothing is hidden. It’s entirely a matter for them to decide if they wish to press ahead or withdraw.
Click here to contact us and request a brochure, or call us to request a meeting.
The value of investments and income from them may go down. You may not get back the original amount invested.
A pension is a long term investment. Your eventual income may depend on the size of the fund at retirement, future interest rates and tax legislation.
The Financial Services Authority does not regulate Inheritance Tax Planning.