Just a general enquiry - do you offer your clients Wealth Management  Advice/ Services to assist them with mitigating tax, either on their estates or personal income?

I have been operating a successful operation with a Surrey firm of accountants, focusing mainly on Inheritance Tax  & Estate Planning/ Equity Release Plans (for the over 55s) / Property Portfolio Management / Pension and Investments (incl. on and offshore advice & ISAs,etc).  With modern technology, business can usually be discussed by phone and email - meetings can be arranged where most convenient.

I have been in the industry, own business, for 16 years.   Distance not an object if you would like to discuss further.

With kind regards,

Shirley Corbett