What to Refer: Referrals Scheme: Services to Refer Clients
What to Refer: UK Regulated Referrals Scheme: List of Available Services to Refer Clients to us and share up to 50% (see also Expats and Other Services)
- Investments
- Income - Growth - Asset Protection - Individual/Business
- Trusts - Charity Investment - Portfolios
- Equity Release Schemes
- Pensions
- Final Salary Analysis - Pension Transfers - Pensions Sharing on Divorce
- Unsecured Pensions (Drawdown) - Annuity and Retirement
- Final Salary Analysis - Pension Transfers - Pensions Sharing on Divorce
- International
- Investment - Offshore, Onshore and 'Local Country'
- Offshore Pensions - Pension Annuities - QROPS - International Pension Transfers
Tax Planning - Wealth Taxes - Gains Taxes and Gift/Death Taxes- Domicile - Residency - Resident Foreign Domicile
- International Medical Insurance
- Wills & Probate
- Will Writing Service - Codicils - Probate Service
- Trusts
- Tenants in Common (Severance of Joint Tenants)
- Tax Returns
- UK and Overseas Tax Returns - Trusts Returns - Pension Scheme Returns
- Care Fees Planning
- School Fees Planning
- Life Insurance and Protection
- Other Services - Compliance Templates Shop - Compliance Visit Service
Other Useful Links:
