Private Client Solicitors
At Surrey Wealth Ltd we work closely with private client solicitors assisting them and their clients with inheritance tax mitigation, investment management and all their financial planning needs.
We fully understand the Divorce process and the issues that face clients separating. It can be very complex, with emotions running very high, so we happy to engage any stage from assistance with Form E completion through to decree absolute. We assist Solicitors in many ways including acting as a Financial Neutral within the Collaborative process, implementation of pension sharing orders and budget planning for Form E’s.
We work closely with small to medium businesses and their accountants assisting the directors with their pensions, shareholder protection, corporate investment portfolios and key employee benefits.