Gifting out of pension income
7 mins
We are experienced in dealing with vulnerable clients and those acting on behalf of others where the Court of Protection is involved. This relationship overlaps the disciplines of law, tax, and financial planning.
What we offer
To put your concerns regarding your financial future at ease, our team has the technical skills to quantify your financial goals for the future.
You may have appointed a trustee or professional deputy to assist you in making financial decisions. Working together with you and whomever you have entrusted to assist you, we will provide support and advice so that all your financial needs are met.
We provide financial modelling that looks at a range of scenarios and will help you plan to provide the required income for care and expenditure when it is required. Our modelling uses different assumptions which can be key in deciding how to plan capital that you are responsible for.
Much of our work is dealing with vulnerable individuals.
What is vulnerability?
A vulnerable person could be considered to be anyone who by virtue of their health, age, or circumstances may be less able than others to:
- Realistically and objectively identify and prioritise their own needs
- Fully understand the risk, cost or implications of any advice provided
- Resist being easily influenced
- Accept advice without consideration to its suitability
Please don’t hesitate to speak to one of our experts below to find out more about how we can help you plan for the future.
Financial Planning Specialists
Iain Muffitt >
Financial Planning Managing Director
Michael McManus >
Financial Planning Director
Why work with us?
There is a huge amount of crossover with tax and financial planning advice, and we believe that clients benefit from comprehensive, professional advice where both our tax and financial planning teams are working together.
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Industry RecognitionWe are members of the Family Resolution panel made up of accountants, family lawyers, and other professionals committed to the constructive resolution of family disputes
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Sector KnowledgeWe can help with Retirement Planning, Court of Protection, Expert Witness, Divorce, Family and Pensions, and Estate Planning
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Cross-Team ExpertiseWe offer you a truly joined-up service, with both our Financial Planning team and Private Client Tax team working together to give you the best possible advice
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AccessibilityOur London office is easily accessible for clients across the capital. Discover our chartered accountancy office in London.
