Solicitors
We work daily with associated professional services on behalf of both our own clients and those of other professionals. Sometimes there is a crossover of needs and mutual introductions take place. We work closely with a select number of Solicitors and Legal Specialists but do not close our doors to further enquiries of support. We guarantee a senior manager will look after your enquiry and our high levels of service will compliment your own business ethics.
Corporate & M&A
- Succession & Exit Planning
Business & Corporate Protection
- Shareholder Protection
- Keyperson Protection
- Relevant Life Policies
Commercial Property Purchase
via Pensions
- Commercial Property Purchase via Pensions
- SIPP
Matrimonial & Family Law
- Pension Splitting & Sharing Orders
- Post Divorce Financial Planning
- Rebuild Investment & Pension Strategies
- Replacement of Lost Life Cover / Family Protection
Estate Planning &
Trustee Investment Advice
- Discounted Gift Trusts & Loan Trusts
Trustee Review Service
- Risk management for professional trustees
- Compliance with Charities & Trustee Investment (Scotland) Act 2005
- Compliance with the Trustee Act 2000 in England and Wales
- Risk Based Investment Management
- Deposit Management Review & Service
- Cash Management
Personal Injury
- Post Settlement Advice
- Specialist Services
Court of Protection &
Personal Injury Trusts
- Risk Graded Investment Strategies
- Periodic Payments – Management of Income
Periodical Payments
- Risk Based Investment Management
- Income Management