As a legal professional, your clients will likely need the expertise of regulated investment managers and financial planners at some point. For example, this could be for anything from estate, tax, and trust planning to selling or buying a business or property. Quilter Cheviot works closely with legal professionals before, during and after their client’s legal matters are negotiated and settled.
How we work with legal professionals
These are just some of the scenarios in which Quilter Cheviot’s regulated investment managers and financial planners work together for the mutual benefit of the client:
- Estate Planning
- Tax Planning
- Asset Protection
- Divorce or Separation
- Retirement Planning
- International Wealth and Tax Planning
- Litigation Support
- Asset Transfers and Inheritance
- Incapacity Planning
- Business Succession Planning
Why Quilter Cheviot?
We have the knowledge
We understand the key technical points, laws and regulations practised by other professionals to benefit our mutual clients.
We’re highly skilled
We run extensive training sessions delivered by external professionals for our regulated investment managers and financial planners to ensure the interplay between you and us is timely, helpful, and accurate.
We have the experience
As well as being credible and reputable, we also know how important it is to complement your advice at the right time and in the right way.
Helping your clients succeed
Explore the valuable solutions and outcomes we can help you achieve for your clients. Speak with our friendly professional services team today.