Norfolk & Suffolk are able to provide clients with various other services in respect of their financial planning.

We are able to provide advice on both personal and business protection products to ensure that steps are taken to mitigate the risks of the adverse financial effects of death, accident and critical or long-term illness.

We are also qualified as a firm to advise on and recommend equity release plans for clients wishing to raise funds from equity in their property for capital expenditure or to produce income in retirement.

We also provide specific tax advice in various areas, for example an inheritance tax planning overview, which includes a report as to the potential inheritance tax payable from an estate, as well as options available to reduce and mitigate this liability and take advantage of all the various reliefs available.

We are also able to advise businesses on workplace pensions, including setting up automatic enrolment schemes.

For details of our charges in respect of assisting our clients in these areas, please refer to the section on our “Our Charges” tab.