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How we work with Solicitors

  • How we work with solicitorsTaking 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.

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