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Home Page • Services • Financial Planning Services • Court of Protection

Court of Protection

Protecting your welfare along with your financial needs

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We have experience with dealing with vulnerable clients and those acting on behalf of others. This relationship overlaps the disciplines of law, tax and financial planning.

What we offer

To ensure your concerns regarding your financial future are put to ease, we have 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, we will provide support and advice so that all your financial needs are met. We provide financial modeling 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 modeling 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
  • Be easily influenced
  • Accept advice without consideration to its suitability

Financial Planning Specialists

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Why work with us?

There is a huge amount of crossover with tax and financial planning advice and we believe that clients benefit from the comprehensive, professional advice where both our tax and financial planning teams are working together.

  • Industry Recognition
    Industry Recognition

    We are members of the Family Resolution panel made up of accountants, family lawyers and other professionals committed to the constructive resolution of family disputes

  • Sector Knowledge
    Sector Knowledge

    Retirement Planning, Court of Protection, Expert Witness, Divorce, Family & Pensions, Estate Planning

  • Cross Team Expertise
    Cross Team Expertise

    We 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

  • Accessibility
    Accessibility

    Four Offices: London, St Albans, Rickmansworth and Milton Keynes

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