Who would you recommend?
Discussion
Hi P.H collective,
Quick one, my dad has reached the age where he is now looking to
dispose of his assets (no you can't have them). Having looked around
at various IFA's / Solicitor's with wealth management people ETC
I've come to the conclusion it's almost impossible to find anyone
who is truly independent who will just work on a straight fee with a
360' understanding of the law, IHT, etc..
So can anyone recommend a good egg?
Just to clarify, it's not investment guidance its' more "how to not own
what you have and what are the implications and most efficient ways of doing that"
answers on a post card ...
Many thanks!
AE82GT
Quick one, my dad has reached the age where he is now looking to
dispose of his assets (no you can't have them). Having looked around
at various IFA's / Solicitor's with wealth management people ETC
I've come to the conclusion it's almost impossible to find anyone
who is truly independent who will just work on a straight fee with a
360' understanding of the law, IHT, etc..
So can anyone recommend a good egg?
Just to clarify, it's not investment guidance its' more "how to not own
what you have and what are the implications and most efficient ways of doing that"
answers on a post card ...
Many thanks!
AE82GT
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