IFA specialising with inheritance tax
Discussion
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
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
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