IFA specialising with inheritance tax
IFA specialising with inheritance tax
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Discussion

MrChips

Original Poster:

3,299 posts

239 months

Wednesday 5th October 2011
quotequote all
Afternoon!

Does anyone have any recommendations for an IFA (preferably localish to Croydon/Surrey) who deals with inheritance tax as well as mortgages etc?

Long story short.. my parents finances are a bit all over the place (house equity, pension, peps, isas, savings, current accounts etc) and despite my best efforts it's difficult to tie down a short-medium term plan for them, we could do with some advice, especially related to inheritance tax.

Anyone got any people they know/trust?

Cheers
Dave

ukshooter

501 posts

241 months

Sunday 9th October 2011
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Dave,

Inheritance tax is one of my specialities. I'm in Crowthorne but used to be based in Croydon so have many clients over that way so always in the area.

Happy to have a chat too see if there are things we can help with.

Regards,

Ian

MrChips

Original Poster:

3,299 posts

239 months

Sunday 9th October 2011
quotequote all
Cheers Ian, you have pm smile