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About Us

Our advice:

We advise on pensions, wealth planning and personal taxation and employee benefits/share schemes. We give advice on all aspects of pensions, including international and QROPS & also trust matters.

Our people:

Our advisers are highly qualified and experienced legal specialists, well-known in their respective fields and listed in Legal 500 or Chambers (or both!).

We are supported by two solicitors (one non-practising) and a researcher.

Our aim:

We provide top quality advice in these specialist areas to firms, companies and businesses who need this type of high-level advice occasionally. You may not, however, want the expense of hiring full-time employees or consultants.

Our solution:

Consider us as your best-friend specialist adviser. We are on hand when needed, but cost you nothing the rest of the time. We won't count towards your overheads, but still allow you to give a full-service to your clients. And what's more, we don't compete with you, so there's no risk of us 'stealing' your clients.

We can also provide 'white-label' private client services, using your company/firm's name & logo on all documents sent out to your clients.

Regulatory:

The Law Society of England & Wales recognises us as a suitable body to provide legal services (SRA number 494767). You can find details of the Solicitors' Code of Conduct at the Solicitors Regulation Authority. You can also access the Legal Complaints Service at www.legalcomplaints.org.uk or enquiries@legalcomplaints.org.uk. Our insurers are Hiscox (1 Great St Helen's, London EC3A 6HX) and our policy covers us worldwide (excluding claims brought in the US and Canada).

Our use of any information given by you is subject to your instructions, the Data Protection Act 1998 and our duty of confidentiality. Our work for you may require us to give information to third parties such as expert witnesses and other professional advisers. You have a right of access under data protection legislation to the personal data that we hold about you. We may from time to time send you information which we think might be of interest to you. If you do not wish to receive that information please notify our office in writing.

Articles

Failed gifts and trusts

A refresher on the rule in Lassence v Tierney [1849].

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Latest News

Annual report and accounts 2009/2010

22/07/2010

Unprecedented economic conditions tested the resilience of the UK's pensions regulatory framework, The Pensions Regulator's (the regulator) Annual...

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Regulator updates guidance on transfer incentives

13/07/2010

A strengthened position on transfer incentives has been outlined in guidance published for consultation today by The Pensions Regulator. ...

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