Areas of specialisation

We offer an all-round financial planning and advisory service, but we also offer specialist advice in the following areas:

  • Pension Planning and SIPPS
    • The use of Self-Invested Pension Plans 
    • Consolidation and management of existing pension vehicles
    • At and Post Retirement Planning
    • Targeting tax-efficient retirement income
  • Tax and Estate Planning
    • Mitigation strategies for Inheritance Tax
    • Guides to writing a Will
    • Charitable giving
    • Trust fund investment management
  • Corporate Planning
    • Company and Executive Pension Schemes
    • Group Risk consultancy (Life Assurance, PHI)
    • Business Protection - Shareholder, Keyman, Loan protection 
  • Divorce related financial advice, to clients and their lawyers
    • Pre-Divorce assistance in preparing and reviewing financial statements
    • Post Divorce planning 

Please see the relevant web-site areas, or contact us for more information and guides.

Our key areas of specialisation

Pension Planning and SIPPS Pension Planning and SIPPs
Tax and Estate Planning Tax and Estate Planning
Corporate Planning and Benefits Corporate Planning and Benefits
Financial & Divorce Financial & Divorce

The Financial Services Authority does not regulate will writing, tax planning or trust advice.

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The relevant warnings and disclaimers will be added here depending on what services you state you offer.

Cavendish Ware is a trading name of Cavendish Ware Limited which is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 225174