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.
As Chartered Financial Planners we provide advice and support for specialist concerns including wealth and asset management, a compliance service to satisfy the Trustee Act 2000 and specialist support if Long Term Care funding is needed. Most Solicitors do not have appropriate FCA 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. If they do not wish to proceed on the basis of our initial recommendations, they are under no obligation. If do 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.