Working with professional advisors

Over the years we have established strong relationships with a variety of leading legal and accountancy practices. Where appropriate we will work with our clients other professional advisers to share our knowledge and understanding. Working in partnership is ultimately for the benefit of the client.

Our professional advisers will often refer clients' to ourselves who require expert advice in areas such as:-

• Pensions and divorce
• Trust investments
• Inheritance tax planning

We provide regular updates to our professional advisers on topics such as legislative changes that may impact their clients or indeed themselves. This can either be done through our regular newsletter or presentations to their staff. We have also hosted presentations to the key clients of some of our connected professional advisers on a variety of topics.

Please contact us for further information.