Providing Client Support for key Professionals

At calculis, we understand that you will want to provide your clients with holistic advice, by calling on other professionals’ specialist knowledge.

Vicarious liability

Are you a lawyer, accountant, tax adviser, mortgage adviser or will writer? If you are, you will find yourself working with clients who may ask for your advice on related financial subjects. 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 could be the answer, as we can provide your clients with a full range of independent financial advice which could complement your own. 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 make contact with calculis.

Private Client Lawyers

We provide 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 and guidance on future financial planning needs.

Commercial Lawyers

The use of SIPPs and SSASs, business-protection-planning, private medical insurance, tax-efficient remuneration and profit extraction, investment of corporate funds.

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.