Private Client Lawyers

Helping you to help your clients

At MacIntosh James & Partners we appreciate and understand the often complex issues that you face when dealing with your clients. That's why we employ a highly qualified team of professionals to help you provide accurate independent advice in an easy to understand manner.

Specifically we can help you with the following issues:-

Trust Asset Management

The Trustee Act 2000 brought with it many changes relating to the responsibilities and powers of investment for trustees. We can help trustees meet their responsibilities by providing:-

• Independent, expert advice and ongoing management of trust assets.
• Diversified investment portfolio construction.
• Use of tax efficient structures such as investment bonds.
• Regular reporting to trustees and monitoring of trust assets.
• Reduced administration by use of collective investments.

All advice is individually tailored to meet the individual requirements and objectives of the trust.

Tax Planning

• Tax efficient structures to reduce or mitigate income, capital gains and inheritance tax liabilities such as Venture Capital Trusts, diversified AIM portfolios, Enterprise Investment Schemes, film partnerships, discounted gift schemes.

Life Assurance

• As a totally independent firm we can source life assurance from the whole of the market. Suitable solutions may include term assurance, whole of life or gift intervivos plans. We are experts in dealing with large sums assured.

The above areas are only a small selection of the issues that we can help you with. Please feel free to contact us to discuss any other financial area where we may be able to assist.

MacIntosh James & Partners are committed to helping you enhance your relationship with your clients.