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Intermediary Solutions

NewLaw will provide you with legal solutions and structures to help you manage wealth, pass your estate to your family and save tax. But we would not be doing our job unless we offered you the opportunity to be introduced to advice and services from other professional third party advisers.

The fact is that we alone cannot always solve your lifestyle and personal estate planning needs. Financial services are at the core of pensions, business structuring, family lifestyle funding, trust investments and in many cases tax planning. Insurance also plays a key part in protecting your wealth and offering security for business and families.

Trusted Partners and due diligence

At NewLaw we have developed a number of trusted partners with whom we will work jointly to dovetail solutions into the legal planning we are implementing.  We undertake a process of due diligence with all of our partners as we expect our clients to receive the same new high standard of service and value that we deliver. You will find that we will work with and recommend solutions from advisers within the following areas of expertise.

In addition to our trusted connections with whom we work you can also call us if you would like an impartial view on a service you are seeking.  As well as making sure you have access to the right level of expertise and service we also believe that succesful results come from building relationships with people we all get on with.

In some cases it will be important to speak to another professional adviser before we can suggest the appropriate Private Client legal advice. Good examples of where this might happen surround inheritance tax, pension and retirement planning where it would be essential to meet with a financial adviser first. There are good reasons for this:

1. We need to understand your existing investments to avoid unintended tax on gifts. 
2. Understanding your income requirement is important prior to making gifts.
3. Getting to grips with ongoing expenditure may also lead to planning opportunities.
4. Understanding death benefits from a pension or life insurance often creates efficient planning options.
5. Agreeing an investment strategy may impact on the way in which your wealth is inherited.

Use the call back form or contact us directly to discuss your circumstances.