Solicitors increasingly work with Independent Financial Advisers who have the expertise to enhance service propositions.
We can offer your clients:
- Trustee investment advice
- Access to specialist inheritance tax planning, to compliment your advice
- Financial planning in divorce – we hold the licence to assist with all types of pension transfers and can act as 'financial neutrals'
- Investment advice with personal injury settlements
We are pleased to present talks to solicitors, tailored to your practice's needs.
Inheritance tax planning – keeping control of capital by planning early
A solicitor introduced us to a couple who wished to discuss inheritance tax planning but at this stage of life felt that they were too young to gift away capital themselves