Astute Investment Planning provides independent investment advice to clients of professional firms.

We specialise in providing advice in the following areas:

  • 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