Services available  
 


 

Legal and financial matters often go hand in hand. Bequests, trust funds and damages settlements may need to be invested. Older clients may require advice on organising their finances so as to ensure an adequate income with the lowest possible tax charge for themselves and their estates. They may also wish to consider the benefits of Equity Release and Long Term Care. Clients coping with the problems of divorce may require advice on the division of assets and the protection of children's interests, again with an eye to tax efficiency.
 

 
 
 

When clients are referred by their solicitor to a Professional Financial Centre, the solicitor will continue to play an important role:

  • the introductory meeting will often be held in the solicitor's office
  • the solicitor may provide information needed by the Centre
  • copies of the Centre's recommendations will be sent to the solicitor
  • the solicitor will provide cash, custody and incidental legal services.
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