Solicitors
First Financial Solutions are specialists in working with Solicitors on the following matters:
- Pension sharing orders
- Mortgage ability assessment and report preparation
- Investment advice for professional trustees
- Inheritance Tax Planning
- Investment advice following compensation payments
Accountants
First Financial Solutions are specialists in working with Accountants on the following matters:
- End of year tax planning solutions
- Employee and Employer pension contributions
- Provision of tax year end investment information
- Capital gain events
- Pension scheme contributions
- Investment income received
* Please note that solicitors and accountants are not regulated by the Financial Conduct Authority (FCA).