Hi there. Can you tell me, are you a financial advisor, tax specialist or solicitor? What are your qualifications ? In other words, if you feel a trust is needed do you have to delegate to a solicitor to draft or are you able to do everything, inc. drafting disabled persons trusts?
All the relevant information is on our website in detail. I am and IHT specalist tax adviser and under a seperate company a regulated IFA. We only work with people who have significant IHT problems and once clients understand the pros and cons of our recommended strategies we will work with our recoended solicitors to draw up the relevant trust but clients never have to see or talk tot he solicitors as it done with comprehensive application forms which contain all the details the trust company needs to draft the trust. If you qualify as a potentail client please book a free 30 minute online Zoom meeting from our website and I can explain further and answer any questions
Hi there. Can you tell me, are you a financial advisor, tax specialist or solicitor? What are your qualifications ? In other words, if you feel a trust is needed do you have to delegate to a solicitor to draft or are you able to do everything, inc. drafting disabled persons trusts?
All the relevant information is on our website in detail. I am and IHT specalist tax adviser and under a seperate company a regulated IFA. We only work with people who have significant IHT problems and once clients understand the pros and cons of our recommended strategies we will work with our recoended solicitors to draw up the relevant trust but clients never have to see or talk tot he solicitors as it done with comprehensive application forms which contain all the details the trust company needs to draft the trust. If you qualify as a potentail client please book a free 30 minute online Zoom meeting from our website and I can explain further and answer any questions