Financial Planning
We advise all our clients, of whatever age, to plan their financial affairs as well as their resources allow. Sound financial advice can help ensure your family and other dependants are provided for after your death, should you suffer personal injury or if you are no longer able to earn an income. Advice can be given on inheritance tax mitigation and we can help you with the following:
 | Releasing equity in your home | | Tax planning (Income,Inheritance and Capital Gains Tax) |
| | Life Assurance | | Pension plans |
| | Health and serious illnes insurance | | Investing lump sums |
| | Buying/selling shares | | Unit and investment trusts |
| | Winding up business affairs | | Taking an income from your business |
| | Income from consultancy/directorships | | Paying for sheltered accomodation, long term care |
| | Protecting/passing on specific assets | | Managing termination payments |
Our advice is unbiased and clear. We are independent of all financial institutions, as the Law Society requires.
We do have a financial planning company, Midas Portfolio Management Limited, which is a joint venture company owned and run equally between the Partners of this Firm and a firm of respected financial advisers. Midas is very well equipped to provide you with a no obligation review of your position and offer you sound advice on steps you should be taking. For a referral through to Midas please speak in the first instance to the Solicitor with whom you are dealing.