For Legal Professionals
Specialised financial strategies for legal professionals.
Reducing your liability for income tax and national insurance contributions
Managing cash flow variations and building financial security
Modelling your financial future, so work feels like a choice
“Arthur is knowledgeable, professional, pro-active, enthusiastic to help and friendly. He delivers clear advice and is able to able explain complex constructs in a digestible and understandable manner.”
— Thomas, Partner, London Law Firm
We get it – as a Lawyer, you already make sacrifices with your time. Managing complex financial rules and tax positions shouldn’t add to this burden. We optimise your finances and ensure your affairs are in order, removing ‘personal finances‘ from your to-do list, while enabling you to focus on your work and life.
We've seen all varieties of legal remuneration packages, as our clients include law firm partners and associates, in-house counsel, judges and barristers. We'll help you make clear, confident financial decisions to maximise your earnings and their future potential.
You'll receive bespoke financial advice tailored to your remuneration and financial goals, including support for more complex planning needs. Leaving you with less stress, more freedom, and more time to focus on what matters most.
You've worked hard to get to where you are today, but it doesn’t need to define you. We can help make sure your happiness comes first.
Strategic planning for practice transition and exit
Maximize retirement benefits for legal professionals
Comprehensive protection for your practice and family
Build and protect your personal wealth outside of practice
Client Case Study
“I’ve been with Citygate for 20+ years, and rely upon them to manage my pension and investments, and to keep me updated upon latest financial position.”
Andrew
You need to be able to relate to the financial planner you’re working with, so our first step will be to establish some common ground between us. We’ll really listen to you so we can find out what you truly want from life, both now and in the future.
However simple or complex your current financial arrangements are, it’s important to get a clear picture of where you’re at as you begin the planning process. We’ll carry out an in-depth analysis that gives you much-needed clarity about your finances, down to the smallest detail.
With financial planning, what’s right for you isn’t necessarily right for anyone else, which is why the recommendations you get from us will be uniquely your own. We’ll clearly explain every aspect of your plan, including the suggestions we’ve made, and any cashflow modelling that demonstrates the effect different decisions could have.
At every stage of the process, you’re in the driver’s seat, and that’s especially true when it comes to putting your plan into action. Whichever aspects of your plan you’d like to take forward, we’ll contact providers and deal with any paperwork, giving you peace of mind that everything’s taken care of.
Life is full of twists and turns, so your financial plan will need to be flexible and accommodate any changes you face. We’ll be there for you every step of the way, with regular meetings where we’ll check on how you’re doing and offer honest advice you can rely on.
