Specialist planning

With our detailed understanding of both current legislation and your highly specific individual requirements, we can help in even the most complex areas of financial advice.

These areas include:

  • clinical negligence and personal injury settlements and how to invest the funds.
  • commercial property purchases via pensions
  • comprehensive retirement benefits packages
  • pensions as part of a divorce settlement
  • Inheritance Tax planning and the use of specialist trusts
  • investment of trust funds and advice to trustees
  • funding for residential care