How we work with Solicitors
- Taking investment liability away from Trustees and managing the investments in the most effective manner.
- Advising clients on splitting financial products such as pensions after divorce.
- Ensuring that relevant policies are in place to support legal business contacts such as cross option agreements.
- Ensuring that mortgages are completed effectively through co–ordination with convincing.
- Providing IHT advice and planning to clients as part of the will writing strategy.
- Offering seminars to our solicitor colleagues in areas of common interest.