Connect2Law & Financial Services

For around 20 years, Nelsons solicitors has linked the provision of legal and financial advice for the benefit of both clients and the firm. 

• As a law firm providing financial services, Nelsons are directly regulated by both the Solicitor Regulation Authority and the Financial Services Authority
• Through your firm’s membership of Connect2Law, your clients can access Nelsons’ Independent financial advisors who are able to advise on a full range of financial services

• Independent advice on mortgages, capital raising mortgages, equity release and buy to let Investment and trust solutions for Inheritance Tax problems, Capital Gains Tax and Income Tax Investment of legacies – taking into account not only the clients’ circumstance but also the tax position
• Funding for care and advice to those who have Power of Attorney dealing with relatives in care

• Creating and managing Special Needs or Personal Injury trusts
• Managing investments within these trusts whether for longer term care needs or short term demands
• Structured settlements

• Pensions advice including Self Invested Personal Pensions (SIPPs) and Small Self Administered Schemes (SSASs) – these schemes are popularly used for commercial property purchases as well as for more traditional investments for retirement
• Deferral of Capital Gains Tax and investments of proceeds of the sale of companies
• Partnership and shareholder protection plans and the association cross-option agreement
• General pensions advice to include the duties of the employer under the Social reform and Welfare Act to designated stakeholder pensions

• Any clients that you refer to us will have a free initial interview and will then have the option of paying a fee based on our hourly rates or alternatively, we will retain commission which has been generated from the recommendations 
• As we are regulated by the Solicitors Regulation Authority and Authorised and regulated by the Financial Services Authority, we will provide full disclosure wherever possible and also an indication of costs from the outset 
• You can rest assured that your client will always know where they stand

Please contact us to discuss how membership of the Connect2Law solicitor referral scheme can benefit your firm.