Solicitors

Gresham Wealth Management Ltd provides bespoke services to a large number of solicitors covering a wide range of disciplines. We work closely with solicitor firms to ensure that we understand your relationship with your clients so that we can provide a seamless service to any clients you refer. We have specialist knowledge in a wide range of areas which dovetail with services provided by many solicitors.

Family

Family solicitors encounter ever more complex situations in which they have to advise. We at Gresham Wealth Management Ltd fully understand the complexities that you face. Areas where we can provide support include:

Mortgage Capacity Advice – property purchase after divorce will require specific advice as to the amount which can be borrowed, and the rate of interest that will be charged.

Investment Advice – Investment advice for recipients of lump sum divorce settlements is essential to provide long term growth and replacement of lost benefits.

Pension Advice – We can help speed up the process of accurately valuing assets, including investments and pensions. Also, we can assist in interpreting actuarial pension reports and recommend suitable vehicles for pension credits. Finally, once the divorce has been settled, we can advise you clients on the investment and management of the assets they are left with in accordance with their individual requirements.

Life Insurance – With the break-up of a family, insurance requirements can change. Existing policies may have to be replaced with new ones to cover the change in circumstances.

Business Assets – Gresham Wealth Management Ltd have links with Forensic Accountants who can assist and ensure on accurate valuations of Business Assets.

Elderly Client Services

As people grow older they need to plan for the future. We at Gresham Wealth Management Ltd fully understand the complexities of this area and are sensitive to the needs of the elderly client.

The most common issues arising are:

  • If I need to be looked after who is responsible, the family, the NHS or the Government?
  • Do I need to use up my money and/or sell my home?
  • Can I give my family my assets now?
  • How do I plan effectively for Long Term Care?
  • How does inheritance tax work?
  • How can I protect my hard earned savings?

Gresham Wealth Management Ltd are highly experienced in advising in the areas of Long Term Care and Inheritance Tax Planning and hold the appropriate qualifications necessary to provide this advice.

Private Client

Many Private Client Solicitors now act in a Professional Capacity either as a Deputy, Trustee, Lasting Power of Attorney or Enduring Power of Attorney. Many Private Client Solicitors also advise many estates in relation to inheritance tax and wealth presentation. Gresham Wealth Management Ltd works closely with many Private Client Lawyers regarding these matters.

Deputy – With the onset of an ageing population Gresham Wealth Management Ltd recognise this and can provide the support that is required to ensure that you as a Deputy are compliant with your ongoing obligations. These same issues also arise under Lasting or Enduring Powers of Attorney

Trustee – We help trustees to meet their obligations under the Trustee Act 2000 by offering a comprehensive investment audit and advising on suitable investment strategies. In all cases we provide at least an annual review with the trustees to ensure the portfolio continues to meet their objectives. All written documentation is complaint with the Trustee Act 2000.

Inheritance Tax – We work with Private Client solicitors to mitigate IHT and preserve estates for future generations. Working with you and by making the best use of the available exemptions, trusts, investment strategies and gifts we can help clients to considerably reduce the amount of tax their estate pays in the event of their death.

Wealth Preservation – More and more people now inherit Wealth and are more aware of the need to save for their long term financial security. Gresham Wealth Management Ltd can provide bespoke financial planning advice to clients around the area of wealth preservation including areas such as retirement planning and utilising the various tax efficient investments that are available.

Personal Injury, Clinical Negligence and Court of Protection

We have developed a strong track record when giving pre and post-settlement advice to solicitors and recipients of a successful personal injury action.

Whether we are asked to provide expert advice on Periodical Payments, advise clients on the establishment of a Personal Injury Trust or assist Deputies and Trustees with financial planning, Gresham Wealth Management Ltd can help.

We offer a comprehensive menu of services for Personal Injury and Clinical Negligence Lawyers, clients and their families.

For more information and a copy of the Gresham Wealth Management Ltd Personal Injury Service document please click here.

  • CPD training for professionals

    Gresham Wealth Management is one of the few financial planning firms in the North West that are registered to deliver CPD training. Committed to supporting fellow professionals with their ongoing professional development and understanding of key financial planning measures, our team have delivered training to over 350 accountants and solicitors in the region. Not only do these sessions help to keep you and your team ‘in the know’ on current legislation, they also help to identify potential benefits to your firm and your clients. Get in touch with us to discuss arranging a tailor made session for you and your team.
  • Client Testimonials

    You’ve solved that dilemma for me… Thank you for being so clear and honest as always.
    Thank you so much again for your time and brilliant advice.
    We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.
    I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.
    Just a big thank you for all you have done for our family. We do appreciate it.
    Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.
    We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.
    Before I chose Gresham I spoke to a number of IFA’s but none of them gave me the same confidence I had when I spoke to Morven. Everything, both written and spoken, is explained in an easy to understand way. All my pensions have been dealt with extremely efficiently and I am very happy with the service I have received from everyone at Gresham.
    With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.
    A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.
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