The value of investments and any income from them can fall and you may get back less than you invested.

Brewin Dolphin

For partners

Brewin Dolphin offers specialist advice on the unique requirements of partners as their career and family evolve. Our clients range from those who have just accepted a partnership to senior partners contemplating retirement.

Services for Partners

We offer specialist advice for associates and partners in law and accountancy firms, addressing the different challenges that emerge as your career progresses from being employed to self-employed. We will help you to achieve your financial goals through every stage of your career.

Two key areas of support

You have access to two types of adviser who in combination can help you achieve your long-term ambitions:

Personal Independence Rules

Certain partners and advisors must abide by strict rules when investing in shares. Our compliance approach means you have complete peace of mind when we manage your investments for you.

We are experienced in interpreting complex Personal Independence rules, which are implemented differently from firm to firm. Our team aims to ease the compliance burden under which you operate and, if required, we can work with central teams to ensure partners do not inadvertently breach the rules.

With your consent, we can work on a ‘pre-clearance’ basis - so that investments are checked against a prohibited securities list supplied by your compliance team before making investments on your behalf.

We can provide details of investments to your compliance team within an agreed period of time (including contract notes).

We can also advise your compliance team of any share disposals.

Professional services SIPP

Self-invested personal pensions (SIPP) can be designed for partners and partnerships. They can also be the ideal vehicle for consolidating pension plans accumulated over the years.

 

Brewin Dolphin is always happy to help with any enquiries. We will endeavour to get back to you as soon as possible.  Contact us by completing the enquiry form here https://www.brewin.co.uk/solicitors-and-accountants/contact-us/

 

 

With you throughout your career

From early years as a partner to late career and retirement, we will support throughout your financial life.

In the early partner years your disposable income typically increases, so planning for the future increasingly becomes a focus.

We can help you with:

  • Tax planning and tax efficient advice

  • Helping to set up a pension

  • Education fees planning

  • Investments (compliant with Personal Independence regulations)

  • Reviewing your amount of protection

  • The way you may choose to draft wills and powers of attorney

  • Referrals to mortgage advisers.

As a partner for 10 years or so, your disposable income will have increased further. The choices you make at this point can make a significant difference to your options later in life. Your financial affairs can also become quite complex.

We can help you with:

  • Pensions
  • Tax planning
  • Protection
  • Investments
  • Cash management.

 

You may now be thinking about your arrangements for retirement. For most partners, the reality is there is no ownership stake to sell and your pension savings pot may have to fund your retirement lifestyle.

We can help you with:

  • Cash-flow forecasting to understand your budget for your future desired lifestyle

  • Generating an income from your pensions

  • SIPPs and property

  • Education fees planning for grandchildren

  • Protection

  • Inheritance tax planning.

 

Downloads

A selection of useful brochures.

Introduction to Wealth Management for Partners

An introduction to wealth management services for partners
Download

Wealth Management for Partners Brochure

Helping partners to safeguard and build their wealth
Download

Valued by our clients

We have strong and sustained client satisfaction in both of our last annual surveys.