At Calculis, we understand that you will want to provide your clients with holistic advice, by calling on other professionals for independent financial advice

Vicarious liability

If you are a lawyer, accountant, tax adviser, mortgage adviser or will writer, you will find yourself working with clients who may ask you for financial advice. In those circumstances, who do you turn to? Ideally, you would be able to say: “I can’t help you with that question, but I know someone who can.”

Calculis can provide your clients with a full range of independent financial advice which could complement your own professional specialism. Your client will benefit from receiving advice, while you benefit by having provided your client with a better service.

So, if you are a professional, working in any of these fields, it could be to your benefit, as well as your clients’, to connect with Calculis.

Private client lawyers

We provide independent financial advice and guidance for estate-planning, investments, equity release and home-reversion plans, plus care-fees-planning.

Litigation lawyers

Providing advice for personal injury and medical negligence.

Family lawyers

Dealing with complex and sensitive issues – pension-sharing and attachment orders, checking and gathering information, portfolio management, wealth management and guidance on future financial planning needs. For more information, please visit the resolution family law website.

Commercial lawyers

The use of SIPPs and SSASs, business protection planning, private medical insurance, tax-efficient remuneration and profit extraction, investment of corporate funds. Commercial Finance SSAS and some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority.

Accountants

As fully independent advisers, Calculis is ideally placed to provide advice on pension-planning, business disposal, inheritance tax solutions, life assurance and commercial mortgages.