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Professional Partners & Specialist Services

In today’s world of changing legislation, regulation and tax, clients increasingly need a multi-disciplinary approach to plan and structure their financial affairs to meet their intended aims; from selling your business and investing for income whilst utilising available tax breaks to planning how to pass assets on to the next generation in an efficient and managed way.

Beckford James regularly work with fellow professionals to achieve the best desired outcome for its clients and a significant part of our work comes via introductions from other professionals, such as solicitors and accountants. Such referrals involve a wide range of advice but typically can be grouped under the following headings:

Professionals’ Own Financial Planning

Family and Matrimonial

Personal Injury and Clinical Negligence

Trustee and Charity Investments

Elderly Clients

Pension Transfers