Our Legal Support Services
We are committed to offering solicitors and their clients a clear, transparent, and professional financial advisory proposition. Our Legal Support Services outlines exactly what support you and your clients will receive, ensuring you have confidence in the quality, scope, and structure of our involvement.
From the outset, we provide a detailed explanation of the services we will deliver, whether that involves pension analysis for family law cases, investment guidance for probate matters, or financial planning for trusts and Court of Protection work. This includes a full breakdown of fees, so all parties understand the cost of the service before any work begins.
Our goal is to provide a dependable, consistent framework that complements your legal expertise, enhances client outcomes, and eliminates uncertainty around both process and pricing.
1. Family Law Solicitors
2. Probate
3. Commercial Solicitors
4. Estate & Trust Solicitors
5. Court of Protection (COP) Solicitors
1. Family Law Solicitors
Support during divorce, separation, and financial remedy cases
How we assist:
Pension Expertise
- Pension analysis, projections & valuation interpretation
- Pension sharing & offsetting guidance.
- Suitability assessments for annuities, drawdown, and consolidation strategies
Cashflow & Settlement Modelling
- Long‑term financial outcome modelling to test settlement sustainability.
- Income/expense scenario planning.
Protection & New‑Start Planning
- Setting up income protection, life cover, and critical illness cover for newly separated clients.
- Mortgage and remortgage support post‑settlement
Costs & Charges
The below are illustrative costs and fees.
- Mortgage capacity Letter – £250.00
- Detailed mortgage capacity letter – £350.00
- Pension meeting (first meeting no charge)
- Follow up pension guidance meeting (1 hour) – £200.00.
- Suitability assessment for retirement – £950.00
- Pension sharing order transfer advice – 1.5% of transfer value (minimum fee of £950.00)
- Financial assessment with outcome modelling – £1,250
- Financial assessment with outcome modelling and income/expense planning – £2,000
- Protection planning – Commission based on products.
2. Probate
Financial planning support during estate administration
Post‑Death Investment Realignment
- Reviewing inherited investments for suitability
- Rebalancing to reflect new beneficiary needs and risk profiles.
Beneficiary Financial Planning
- Tax‑efficient investment recommendations for new asset holders
- Future inheritance planning for beneficiaries.
Costs & Charges
- Review of suitability of investment for a beneficiary – £950.00
(fee waived if beneficiary becomes a client of Parker Kelly under a service agreement - Guidance on accessing assets including pensions – £500.00
From April 2027
Report with guidance and recommendation for pension assets – £950.00
3. Commercial Solicitors
- Shareholder & Director Protection
- Key person insurance
- Shareholder / partnership protection policies
- Corporate Pension & Employee Benefits
- Workplace Pension Advice
Director pensions
- Business Succession & Continuity Planning
- Financial modelling around succession events
- Insurance‑backed continuity strategies.
Costs & Charges
- Protection options and suitability review £950.00 – Fee waived if plan is taken.
- Setting up new workplace pension – £950.00 – £5,000 (Dependent on sign of the company)
- Setting up Director pension – £500.00
- Review of current pension arrangements with recommendations £950.00 – Fee is deducted from cost to set up or administer pension.
- Employee presentation on pensions with 1-2-1 guidance session – No charge if less than 15 employees
- Protection planning – Commission based on products.
4. Estate & Trust Solicitors
- Inheritance Tax Planning
- Specialist planning factoring in pensions
- Gifting strategies
- Nil‑rate band planning
- Use of investment structures for IHT efficiency
Trust Investment Management
- Designing risk‑aligned portfolios for trustees.
- Providing trustee‑level reporting and reviews
- Coordinated Legal–Financial Planning
- Ensuring investment strategies align with trust deeds.
- Liaising with solicitors to maintain compliance.
Costs & Charges
- Introduction and discussion meeting – no charge (1 hour)
- Follow up estate planning guidance meeting – £200 per hour
- Inheritance tax planning options report £950.00 – £2,000
- Gifting strategy review £950.00 – £1,500
- Investment Policy Statement for an existing Trust – £500.00
- Investment Policy Statement for a new Trust – £750.00
- Managing investments held in Trust 0.50% – 0.75% of funds under management.
- Annual review of Trust Investments £650.00
5. Court of Protection (COP) Solicitors
- Support for clients lacking mental capacity and their deputies.
- Low‑Risk, Sustainable Portfolio Management
- Investment strategies designed for longevity and capital preservation.
- Strict risk controls aligned with deputy obligations.
- Cashflow & Future Care Planning
- Long‑term cost projections (care homes, therapy, equipment)
- Scenario testing to ensure funding sustainability.
- Deputy & Guardian Support
- Annual reporting support
- Clear, compliant investment summaries
Costs & Charges
- Introduction and discussion meeting – no charge (1 hour)
- Follow up meeting – £200 per hour.
- Investment options and recommendation report £950.00 – £2,000
- Cashflow report with scenario testing – £1,500
- Income management – 0.75% of funds under management
Our Core Services
Retirement Planning
Savings & Investment Planning
Estate Planning & Inheritance Tax Support
Business Support
Protection Planning
Mortgage & Property Finance
Professional Partnership Benefits
Reduced risk through regulated advice
Improved client outcomes via coordinated legal-financial planning
Greater efficiency by delegating financial complexity
Enhanced service value for your clients
Professional support for legal practices & their clients in the North West & across the UK?
Get in touch with our team to arrange your initial consultation.
We cover the following areas in the North West:
We operate throughout the UK. Get in touch with our team to arrange your initial consultation.