Moore Thompson Legal and Legacy Services

Investment/ Pension Planning

MT Financial Management are chartered financial planners, so they are well equipped to help you when it comes to planning your estate.

The firm offers all the experience and expertise required to advise you on the potential Inheritance Tax implications and valuation of investments and pensions.

We can also help you to arrange your assets in the most tax efficient way, so that you can maximise your legacy, and leave something behind for the people you love rather than the taxman.

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Our Services

Estate Planning and Legacy
services

Inheritance tax
Legal Services
Trusts & Executorships
Business valuations and liquidity

Support to the legal
profession

Litigation support in matrimonial
cases

Solicitors Profit Improvement
Guide

Accountancy and tax aspects of
trust & estate administration

Financial Planning Support
Trust arrangements for children
Planning for long-term care
Investment/ Pension Planning
Pre-paid funeral plans
Trust Review Service

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