Specialist planning

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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.
  • specialist pension transfers involving Final Salary Schemes
  • 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