• Nursing Home Fee Planning
• Estate Planning, utilising Nil Rate Band Discretionary Will Trusts, Loan Trusts and Discounted Gift Trusts
• Investment Portfolio Planning for tax efficient income, capital growth or a combination of the two
• Advising Trustees of all types of Trusts including Personal Injury Trusts
• Advising Attorneys including matters which are under the jurisdiction of the Court of Protection
• Lifetime mortgages and long term care insurance

We assist solicitors who are seeking to enhance their client proposition by utilising financial services:

• We are totally independent
• We offer the facility for clients to pay for the advice by fees
• We possess advanced technical qualifications
• We have previous and current experience of working with solicitors