Services for Accountants


Common areas of advice include:


  • Business Protection and Relevant Life Policies – tax efficient life insurances.
  • Reducing Tax bills using pension contributions including carry forward of unused relief.
  • Advice to corporate clients around workplace pension reform.
  • Advice and administration for Directors and Partners pension schemes.
  • Business Premises purchase using pensions.
  • Advice and Administration of Company pensions for employees.
  • Fee based cash flow forecasting for companies and individuals.
Services for Solicitors


Common areas of advice include:

  •  Pensions and Investments at Divorce
  • Trust and Will Investments
  • Personal Injury Settlement Investments
  • Inheritance Tax Planning
  • Business Protection for Partnerships and Companies


Pensions At Divorce

Pension schemes are often a significant, but easily overlooked part of a couple’s assets. If a pension is to be shared on divorce then it is important for advice to be taken so that the correct decisions are made now, to put your client in the best position for preserving their retirement income in the future.

We work closely with both solicitors and mediators using financial planning software to give the parties involved a sense of their financial future.

We provide advice on valuing, investing and taking income from pensions which are to be shared.



When an individual receives an unexpected sum of money they are often lacking the experience needed to manage and protect their capital. This capital can come from many places – an injury claim, a divorce settlement, or an inheritance.

We believe it is important to gain an understanding of the individual’s specific requirements by liasing closely with the client and their other professional advisers. It is only possible to create the correct investment approach with this knowledge.

An individual may need to generate an income from their capital, or the focus may be on preserving and enhancing the long term value.

We can offer many investment options for investing lump sums including a number of options ideal for trustees who have a duty to preserve the real value of the assets they are entrusted with.


Inheritance Tax Planning

Our financial planning service gives both an immediate understanding and a forecast of a client’s estate and inheritance tax liability.

We give advice on estate planning and mitigation of Tax, using trusts such as Discounted Gift Trusts.

As part of a client’s financial plan we will ensure that all annual tax allowances are being used.

We provide advice on Trusts and Assignments.


Business Protection

We advise Business Owners, Directors and Partners on how to pass on their share of the business to their family in the most appropriate way to safeguard the value and viability of the business.

We will advise businesses on protecting against the loss of a key person though illness or death.

The Financial Planning Group is authorised and regulated by the Financial Conduct Authority FCA Firm number 161655


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