Financial Planning
for Lawyers

For Lawyers

From newly qualified to
full equity partner

Our experience in the Law is unrivalled. Our clients are industry-leading lawyers typically at US and Magic Circle firms. As they move through their career stages, our financial planning service grows with their needs. From helping a newly qualified lawyer save for their first property purchase to helping a full equity partner transition into retirement.
Pension savings
Wills & Guardianship
Retirement preparation
Estate planning
Long-term care


Your Situation

Moving from newly qualified through to managing or senior associate positions.

Our Services

As a salaried employee, income typically increases at a set rate via lock-step. Planning focuses on creating a savings strategy for increasing disposable income in preparation for major life events, such as purchasing a first property.

Fixed Share Partner

Your Situation

After being made-up, an early-stage Partner will typically transition into self-employment, losing PAYE employee benefits.

Our Services

Paid via fixed drawings and periodic distributions, income continues to be predictable. As income increases so too does tax liability, and financial modelling becomes paramount as major life events start to occur.

Focus also turns to pension planning, in particular considerations around contributions and annual allowance. The removal of death-in-service life cover results in the need to insure independently.

Equity Partner

Your Situation

Often the final career stage, a Partner is admitted into the Equity Partnership.

Our Services

Whilst fixed drawings are still often paid, income now loses much of its predictability with remuneration being derived from corporate profit share. We often refer to these payments as distributions. Having created significant wealth, focus typically turns to retirement planning, wealth preservation and the transition of assets to the next generation.