Solicitors and Accountants

You may be an Accountant wishing to advise your client on pension fund contributions or the investment of capital from a business or property sale.

You may be concerned about some of their current financial arrangements and would value a review.

You may be a Solicitor wishing to advise a client on the investment of an inheritance, or capital from the sale of a property or business. You may be seeking ways to reduce or avoid a clients Inheritance Tax liability.

You may have responsibilities as a trustee, attorney or receiver to look after the best interests of your clients’ financial security now and into the future.

Estate Capital Financial Management is an recognised investment adviser by The Public Guardianship Office.

Whatever your financial and investment advice requirements we have the knowledge and resources to support you.

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