Savings, Investments & Pensions

Financial and legal advice for the future

At Tees, we have all the experience of our team of independent financial advisers and wealth planners to help you ensure you get the best from your savings for a comfortable and secure future. As a full-service law firm, we can also help you with wills and ways to limit your inheritance tax liability by careful planning, including using inheritance tax trusts.

Save and invest with our expert financial planners

With the right professional advice, you can make your savings work harder, providing independent tailored advice. We can help you with the full range of ISAs including cash ISAs, Stocks and Shares ISAs, Junior ISAs (JISAs), Help-to-buy ISAs, Lifetime ISAs (LISAs) and other forms of tax-free investing. We also help with investing in tax-efficient vehicles such as venture capital trusts, enterprise investment schemes and the alternative investment market.

Pension advice and retirement planning

The sooner you start to plan for retirement, the better. We can help with the different types of pensions and schemes that exist, including personal pensions, stakeholder pensions, Small Self-Administered Pension Schemes (SSASs), SIPPs (Self-Invested Personal Pensions), workplace pensions and National Employment Savings Trust (NEST) schemes. We can also help you with advice on taking an early pension, annuities, pension drawdown and tax-free lumps sums, and later life lending including equity release. Our Pension Transfer Gold Standard accreditation gives you the confidence that you’re dealing with a firm that is going beyond the minimum requirements when giving financial advice.