Trustee investments and pensions on divorce are both matters with which we are very familiar.
We’ve been helping trustees balance the interests of income and capital beneficiaries for 25 years. The tax rules change periodically but the principles remain the same; to help trustees confidently fulfil their investment duties under the Trustee Act 2000.
Regarding pensions and divorce, this is something else we believe is often made far more complex than it should be. We’d be delighted to help at any stage of the process.
Finally, please let us know if you’d like to be involved in our local ‘Eldercare Alliance’ initiatives. This is aimed at providing a fair and fixed fee-menu of ‘joined-up’ services for estate planning matters including Wills and PoAs, Care Advocacy, IHT Planning and Probate. Members of STEP and Solicitors for the Elderly are particularly welcome.
You can be confident that any referred clients will be in safe hands with Quantock for any pension-related matter. From the simple to the complex, we have a wealth of experience.
And we are always keen to involve local accountants in offering a ‘joined-up’ range of fixed-fee services to business start-ups, family trusts, and ex-pats in particular.
If complex pensions such as property-Sipps and final salary transfers aren’t part of your day to day routine, please pop us in your little black book under ‘techy pensions people’. We’ll take on full responsibility for the matter in hand and ensure you are consulted and kept informed along the way. After our advice is concluded the client will revert back to you as their, usually long-standing, financial adviser. Just get in touch and we’ll be delighted to explain the process.