Qualified staff as specified by the Law Society

We can provide your clients with the independent financial advice they need to dovetail with your advice.

Examples of the advice your clients will need from us are:

Matrimonial
• Pension Valuations – to decide on pension sharing or offsetting, and to decide what share of the CETV to demand
• Pension sharing implementation
• Reviewing financial protection arrangements in light of cancelled cover/newly acquired mortgages
• Advising/Assisting in mortgage applications

Probate
• Reviewing existing portfolios - to check ongoing suitability of assets for all beneficiaries.
• Investment advice for newly established trusts.
• Product-based inheritance tax advice to complement your advice.
• Life assurance to cover a known inheritance-tax liability, whether temporary or long-term

Corporate
• Keyman cover and shareholder protection for new ventures