Working With Other Professionals
I often work with solicitors and accountants to help mutual clients. The most common projects with solicitors are investments which mitigate Inheritance Tax, mortgages and equity release.
I can recommend a solicitor, for example if you need a will or need to set up a power of attorney. With accountants, my work is often about using pensions to get money out of business while reducing Income Tax. I can provide your accountant with details about your investments and pensions to help with your tax returns. I don't do Income Tax returns or write wills, but I know people who do!
I also have links with local stockbrokers.
The Financial Services Authority does not regulate trusts and taxation advice, wills, commercial mortgages and some forms of buy to let mortgages.
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