Lifetime Wealth Planning

Other Services

We offer a full range of services to both private and corporate clients. Some of the other services we offer are covered below:

Personal injury and clinical negligence

Our team has vast experience with personal injury and clinical negligence cases. Whatever the nature and severity of injuries and the financial sophistication of arrangements, we offer a highly-personalised service. We make sure that claimants have the best advice and feel informed and in control of their financial future.

Asset splitting on divorce

We advise on the wide array of financial planning issues that arise upon divorce, including those in relation to pensions.

Our goal is to assist both clients and their solicitors, by providing clarity on the potentially complex financial issues that arise during or after a divorce.

By engaging with solicitors early, we are able to evaluate the client’s situation and provide an overview of the advice we could give during and after the divorce process.

Our team advises petitioners and claimants on the financial concerns associated with divorce, and are experienced in working alongside their legal representatives.

We charge time-costed fees for our asset splitting advice, although an initial discussion is free of charge. We will always provide an estimate of our fees in advance.

Wealth advice for Charities and Trustees

Our goal is to assist Charities and Trustees in fulfilling their obligations, understanding the risk in their investment portfolio and managing their investment portfolio on their behalf.

A Charity’s/Trust’s investment portfolio should be constructed with an appropriate level of risk to meet their long-term financial objectives, subject to any financial and budgetary constraints.

Lifetime Wealth Planning’s wealth advice for Charities and Trustees brings together investment management and sophisticated risk controls, providing a comprehensive approach to meet the investment needs of these types of organisations.

Financial planning for non-domiciled individuals

We are able to provide financial planning advice for non-domiciled individuals and offshore trustees on the opportunities available which take into account the complex tax issues that present themselves in today’s ever changing tax legislative landscape.