This service is designed for barristers in the first seven years of practice who are establishing themselves professionally and want clarity over their financial position.
It focuses on putting the right structures in place early, managing irregular fee income and tax reserves with confidence, and ensuring pensions, protection and tax planning are aligned with your long-term objectives.
This service is designed for barristers with established practices who have accumulated multiple pensions, investments, protection arrangements or fragmented planning over time. It focuses on consolidated fragmented planning, bringing structure and coherence to existing wealth, improving tax efficiency across income and capital, and ensuring your investments, pensions and protection strategies operate cohesively in support of both practice growth and personal priorities.
This service is designed for senior barristers and benchers entering a period of professional transition whether through taking silk, judicial appointment, reduced practice or retirement.
It focuses on preserving accumulated wealth, providing clarity around the next phase of life, and ensuring retirement and legacy plans are deliberately built around your priorities.