Guidance for Equity Partners and Private Client Solicitors

Climbing up the ladders and attaining Partner, Senior Partner

Attaining the status of equity partner marks a pivotal moment in your career. The transition from senior associate to equity partner is a remarkable professional milestone. Overnight, your earnings increase. Planning during this phase empowers you to effectively manage your cash flow to accommodate increased tax obligations or safeguard your income and lifestyle with proper protection as your career flourishes.

Operating a Thriving Law Practice or Solicitor’s Firm

As an equity partner, you assume new roles and responsibilities as a business owner. Participating in financial planning and decision-making for the firm introduces a whole new skill set for many legal professionals. We are equipped to assist you in making sound financial decisions for your business while also offering guidance on various aspects of corporate finance. From crafting effective tax planning strategies to implementing pension and protection schemes and managing cash flow to mitigate the impact on your business, we ensure your business remains robust. Additionally, we facilitate the arrangement of appealing pension schemes for both your employees and you.

Simultaneously, we specialise in personalised financial planning tailored to support your current lifestyle and envision your desired lifestyle in later years