Relationship breakdownsPosted in Pensions & Retirement,
on 27.01.17 Read A pension could well be the biggest single asset in the relationship
Research suggests that a high proportion of specialist tax advisers source support from an Independent Financial Adviser (IFA) that they choose to work with through personal or professional recommendation, and consistently favour firms with a strong local profile and reputation.
When evaluating tax advisers, professionals place very strong emphasis on qualifications, years of experience and a good cultural and personal fit. Most importantly as a tax specialist, you will prefer to work with firms that have a clear, client-focused wealth management proposition, like Fiducia.
Key areas where we can support tax advisers are Inheritance Tax, paying less tax and tax-efficient planning or investment management.
Our proposition is built solely on complimenting your professional expertise with our award winning team. We can enhance your client experience, you can utilise our expertise and this in turn could generate further appropriate referrals.
We deliver holistic financial planning for the benefit of clients and what sets Fiducia apart is our independence and the positive way in which we treat our clients.