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Our Professional Partners

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We, at Paramount Group Limited have forged a number of important working relationships with our other professionals, both in Yorkshire and around the UK.

We are able to work closely with professional

Matrimonial Departments

We are delighted to introduce Paramount Finance in Divorce – www.financeindivorce.co.uk a dedicated service to matrimonial lawyers.

We have a dedicated team of qualified pension professionals, which includes an in-house service of the part qualified actuary, to advise on all financial areas in divroce such as the implementation of pension sharing orders.

It is vitally important that advice given following the assessment of any existing pensions provisions, is given by a qualified pensions professional who understands the family lawyers process, and can interpret the independent actuarial report in conjunction with the pension sharing order.

Paramount Finance in Divorce has some of the first advisers in the country to be qualified in collaborative divorce by family law group Resolution.

We therefore offer a professional service to matrimonial departments.

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Accountants and Corporate Legal Departments

We work closely with a number of accountancy practices and lawyers, jointly advising their clients in respect of;

  • Exit strategy
  • Retirement planning
  • Reviewing asset allocation for existing and advising on all trusts
  • Inheritance Tax mitigation
  • Capital investment, use of relief’s e.g. CGT allowances
  • Tax mitigation schemes

Our clients sometimes require the services of a tax specialist and we are keen to refer clients onto accountants for fee work, work which generally falls outside of our remit.

It is imperative that we work closely with our clients’ other financial advisory team, to enhance the services provided and avoid duplication.

A close working relationship with a good accountant and corporate lawyer makes all the difference.

Private Client Departments

We are committed to our Private Clients and our team has extensive experience of looking after and preserving the assets of the family.

We advise on all aspects affecting the private individual and their financial affairs.  We make sure that you preserve your assets by minimising the amount of tax payable, ensuring they are invested as advantageously as possible and that unforeseen events are provided for.

Our dedicated team, which has vast experience coupled with a range of relevant qualifications, work with our Clients and, where relevant, their existing professional advisers.  Where expertise outside of that available from the Paramount Group or our Client’s own Advisers is required, we have relationships with trusted partners.

Our services include:

  • Reviewing and advising upon existing or new investment arrangements.
  • Reviewing and advising upon pensions and other regular savings schemes.
  • Advising upon means of tax mitigation, especially Inheritance Tax.
  • Arranging protection insurance to ensure unforeseen events do not adversely affect the family.
  • Arranging and rearranging mortgages.

A first consultation is always free-of-charge and we are happy thereafter to work on a fee basis, a commission basis or a combination of both.

Unlike many of our competitors, you will not be faced with regular changes of Adviser; you will be allocated a dedicated member of our team who will continue to work with you in the future.

 

 
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