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Services to solicitors' clients

There are a number of areas where Old Mill can help generate a synergy by working with clients you chose to refer to us, both to generate more work and to strengthen your relationship with them.

These include:

  • Investment Planning. Where your clients have come into sums of money, possibly through inheritance, our Chartered Financial Planners can help clients plan what they would like to achieve with their investments over the short, medium or long term and advise on how to invest in the most efficient manner
  • Pensions Planning services. The Old Mill Pensions consultancy can help clients find the most suitable pension for their requirements. This includes considerable experience of running nearly 300 Self Invested Personal Pensions (SIPPs) with the increased control these offer the client
  • Will review and Inheritance Tax and Trust planning. These are areas where time has shown that utilising the joint skills of a solicitor and an accountant will produce the best results for clients
  • Personal Tax returns. Many clients need help and guidance with their personal tax returns. Our Personal Tax team offer experience and a comprehensive service that can be trusted

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