At Four Oaks Legal Services, we believe that a holistic approach to estate planning is essential for providing maximum value to our clients. By collaborating closely with other professionals, such as Independent Financial Advisors (IFAs) and accountants, we enhance our service and create a comprehensive support system tailored to each client’s needs.
Complementing Expertise
The relationship between solicitors, IFAs and accountants allows us to address the needs of our clients effectively. While our solicitors focus on the legal aspects of estate planning, financial advisors provide critical insights into investments that help clients structure their wealth effectively. Accountants, in turn, play a pivotal role in managing tax implications, ensuring that all financial decisions align with the client’s overall estate strategy.
By embracing this collaborative approach, we can develop personalised estate plans that are not only compliant with legal requirements but also optimised for financial success. For instance, our close collaboration with IFAs ensures that a client’s investment portfolio is aligned with their long-term goals. Meanwhile, our partnerships with accountants allow us to proactively identify tax liabilities and implement strategies to mitigate them. Inheritance tax (IHT) remains the only tax which can be defeated – but only though proactive estate planning.
Value for Clients
The true advantage for clients at Four Oaks Legal Services lies in our ability to deliver a highly tailored service that addresses all facets of their financial and estate needs. Our integrated approach minimises risks and maximises security, ultimately leading to greater peace of mind during what can be a complex and sometimes emotional process. By combining our expertise with other professionals, we proactively address various aspects of estate management, thus providing a thoroughly comprehensive estate planning service.
Teamwork
Our director Adam Penn says, “We have been able to build an extensive network of expertise over the years. Even if a client’s situation requires more assistance than we can provide, we are able to bring in a professional in any area to assist. Clients benefit greatly from hearing more than just one voice in meetings and it prevents them from hearing potentially conflicting advice. Teamwork from our network helps clients enormously.”
Adam goes on to say, “The recent budget means that people need to engage with professionals more than ever. Estate planning is no longer something for high net worth individuals and families. IHT will affect more estates and everyone needs to start the discussion with us as soon as they can.”
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