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.