Solicitors
We provide a comprehensive financial planning service which is very popular with solicitors.
If you would like to arrange a discussion please contact us directly - ask for Stephen Jones - or submit an enquiry and we will contact you.
Apart from the normal financial planning issues, the following items are of specific interest to solicitors:
- Re-mortgages in extreme adverse circumstances, e.g. during possession hearing postponement, or prior to bankruptcy/litigation;
- Mortgage affordability analysis in divorce - to show how much or how little can be borrowed;
- Inheritance tax projections. Undertaken by one of the practice principles who, as a member of STEP, currently working towards the STEP diploma, appreciates the role of the solicitor as the pivotal adviser in inheritance tax planning. The projections are produced to form an agenda for the family to discuss what can be done before specific advice follows on what they want to do;
- Trustee investment. Appreciating the specific investment, taxation and legal considerations for trustees of both fixed and discretionary trusts allows us to provide comprehensive but simple advice. We offer full discretionary management of funds via our arrangement with Brewin Dolphin plc;
- Also: Investment, Pension Transfers on Divorce, SIPPs, Commercial Mortgage/Purchase Advice, Reviewing 'suspect' advice
- We provide financial planning advice for lawyers at all stages of their careers.