As a result, we have built up a network of legal firms and accountancy practices with whom we have developed professional partnerships in order to deliver a seamless and enhanced client experience.
We are keen to develop this partnership approach further and welcome enquiries from new practices seeking reliable, professional and expert partners who can provide advice and practical support with individual, business or charity investments, or fully comprehensive Trust and Probate services.
Services that we offer include:
- Trust and charity services
As part of the Trustees Act 2000, trustees must make sure they take steps to seek professional advice on any investments made with money held by charities or trusts. With our advice and support, we can help to maximise the returns on such investments.
We can assist in the valuation of portfolios for the purposes of probate.
- Tax planning
Working in partnership with accountants and solicitors, we can help to mitigate tax liabilities for their clients.
The above services are not regulated by the Financial Conduct Authority.