Working with Lawyers, Accountants and Merger & Acquisition Professionals
In order to fully address our client’s wealth management needs, we will often collaborate with fellow professional advisors in other areas of specialism including: Accountancy, Tax, Legal and Estate Planning. We regularly oversee and coordinate this collaboration to ensure all aspects of our client’s holistic financial plan are addressed as appropriate.
In addition, we welcome the opportunity to work alongside professional connections in order to provide a highly valuable complimentary service to their respective clients.
Particular specialist areas in which we work closely with Lawyers and Accountants are:
Asset Splitting on Divorce
Estate Planning: In particular Inheritance Tax. We are Associate Members of the Society of Trust and Estate Practitioners (STEP)
Business Sales & Succession Planning
We offer all prospective clients an initial discovery meeting, at our expense, in order to understand whether there is a good fit between your requirements and our services.