Working with solicitors, trustees and accountants

We understand the special responsibilities that solicitors, trustees and accountants can often have for the financial health and the investment policies of their clients

At Homecroft Wealth we have extensive experience of working closely with other professionals on financial matters.

We work with solicitors on matters such as

  • probate
  • divorce
  • asset splitting
  • trustee investments
  • inheritance tax mitigation*

We help trustees to ensure that monies that they are responsible for are invested in suitable products, and that their actions comply with the legal requirements of the Trustee Act 2000.

We work closely with accountants, often in joint client meetings, advising on tax efficient financial planning and investment strategies in general. These services, which can be a genuine enhancement to the facilities that accountants can offer, are available for both corporate and private clients

If you are a trustee, solicitor, or accountant and would like an informal consultation with one of our advisors about any of the above, please contact us

*not authorised by the FSA


Sign up to our newsletter