How we help
Our clients tend to have personal circumstances that require more than one type of adviser. As well as Edison, they often need help from other disciplines such as lawyers or accountants.
Every client is different and they need different help at different stages of their life, but one thing always remains the same – they don’t like finding themselves playing ‘piggy-in-the-middle’ with their advisers.
When advisers don’t work well together, a client can be reduced to ferrying conflicting messages around, leaving them feeling confused and isolated.
We work collaboratively, making sure that every client receives joined-up advice. We’re professional, responsive, inclusive and communicative. If there’s an issue that needs to be addressed we’ll let you know. If everything’s going well, we’ll let you know too.
We help untangle the complexity of financial remedy cases and will work with you to negotiate a better financial outcome for your client.
We can assist with the initial disclosure and will support your own fact-finding process by identifying any gaps in information.
The Duxbury method has its limitations. By applying our financial modelling, we assess whether income needs really can be met and will give practical straightforward advice on any shortfalls. And by accounting for tax and risk we can determine the true value of an asset to each party, helping to uncover those elusive ‘win-win’ settlements.
In mediation, we can educate your client on the financial issues ahead of mediation meetings so they feel reassured and in control.
Our advice covers all elements of financial planning, including pensions, investments, protection and tax.
Private client lawyers
Our financial modelling and what if analysis can provide valuable insight into the future behaviour of investments, including the impact of taxation.
And by including advice on financial products such as pensions, life insurance, BPR investments and life assurance bonds, you can be assured you have covered all the bases.
Tax and investments are both integral parts of estate planning so there is a real benefit to having a multidisciplinary team such as ours. We manage investments with an eye on tax and can give practical advice on CGT and income tax planning, phasing out legacy investments or planning for future gifts.
We also provide a specialist consulting service to help trustees protect and grow the assets for which they are responsible.
We help clients and their advisers through the different stages of corporate deals.
Selling a company or a major shareholding has implications beyond the deal itself. For many of our clients it has been a life-changing event, one which they may only get one shot at getting right.
We help shareholders work out how much they need to achieve the things that matter: early or part retirement, helping their children and that sailing trip they’ve always wanted. Having a goal that is more than just a number– because let’s face it, it could always be higher – keeps things rational, facilitating swift completions.
Selling a business is also about the future of a family. We advise on how to replace company benefits – life, critical illness and private medical cover. We will plan and invest to protect and grow wealth, in order to achieve longer term objectives.
Our advice includes Business Property Relief, Entrepreneur’s relief and Capital Gains Tax. We will also work with you to advise clients on the suitability of Family Investment Companies, Private OEICs and EIS schemes.
Accountants and tax advisers
Our clients include wealthy families, individuals and trusts, so we understand how our advice can complement yours and vice-versa.
For individuals and families, our financial planning advice will complement the structuring and compliance work you undertake. We work collaboratively and keep you informed, so that the client benefits from seamless service and advice. We manage investments with an eye on tax and will look to make the most of tax and pension allowances each year.
For your business clients we can advise on Business Protection and Relevant Life Policies, director’s loan and key man insurance, as well as company pensions and benefits schemes.
Due to the nature of our work, we have very regular contact with our clients. We will seek permission from the client to keep you regularly informed too. That way you can witness the quality of ongoing service but can also participate in the advice, identifying new opportunities for planning.
Contact us to see how we can help.
+44 (0) 20 7287 2225
The value of investments and the income arising from them can go down as well as up and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future. The information contained in this website does not constitute advice. The FCA does not regulate tax advice. The FCA does not regulate advice on Trusts, Wills and Powers of Attorney.. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.