Our Investment Manager, Marcus Warburton, is one of the longest standing professionals who has been producing Personal Injury expert witness reports in the UK. He has experience in writing expert witness reports for Court Hearings in a number of fields and offering opinion to support Solicitors and their clients. This is an unregulated activity and where we are providing evidence on loss of pension entitlement may consult and use the services of an actuary.
Investment Management for Trusts and Court of Protection clients
We offer specialist support for solicitors and their clients through our discretionary managed service. Our Investment Management team are experienced in dealing with all trust types such as personal injury trusts, will trusts and family estate preservation. In addition, we can help with the financial planning process when the trust is established. The team also have experience in Court of Protection cases and liaison with the Deputy and the clients’ family.
WIP management and associated partnership tax planning
We offer advice and support for solicitors in assisting with WIP management, cash-flow planning, practice cash management and pension planning for partnerships.