Group Pension Schemes, Cassidy Coutts Donald & Partners
Our primary focus as your local Estate Planning advisors is to help you by providing jargon free professional advice in all aspects of Wills and estate planning. Established in 1993 we are proud that we are a business that has been built on personal recommendations and professional introductions as estate planning advisors for all our customers.
The services we offer to you include:
Estate Planning & Trusts
Retirement Planning Services including: Personal Pensions, Group pension schemes, Pension Transfers, Small Self Administered Schemes, Unsecured Income / Income Drawdown and Annuities. We provide estate planning and trust services to the south of England.
Investment Services
Advisory Portfolio Management, Investment services for Charitable Trusts, Unit Trust / OEICS, ISA & PEPs, Life funds, Offshore funds, Exchange Traded funds, Venture Capital Trusts and Enterprise Investment Schemes
Personal and Corporate Protection Planning
Whole of life & Term assurance, Income Protection and Critical Illness protection.
Long Term Care / Care Fees Planning and Equity Release/ Lifetime mortgage Services
Also: Establishing suitable estate planning and inheritance tax mitigation strategies, The administration of Trusts, The compilation, completion and submission of annual tax returns, Drafting and/or advising on Wills, The compilation, submission and granting of probate and Certificate Providers for Lasting Powers of Attorney.
Please note that additional services listed above are not regulated by the Financial Services Authority.
See our Care Fees Planning website:
See our Equity Release Planning website:
