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Where Taxpayers and Advisers Meet

Seeking Advisor Recommendations

fabiusmaximus
Posts: 5
Joined: Wed Jan 09, 2019 3:21 pm

Seeking Advisor Recommendations

Postby fabiusmaximus » Wed Jan 23, 2019 5:22 pm

Hello all,

I am seeking recommendations for any good firms or individuals that specialise in tax advice surrounding EIS/BR investments and inheritance tax, and would be able to help me best organise tax affairs in these areas.

Many thanks in advance, any pointers at all would much appreciated.

Lambs
Posts: 1417
Joined: Wed Aug 06, 2008 3:15 pm

Re: Seeking Advisor Recommendations

Postby Lambs » Thu Jan 24, 2019 6:07 am

F,

There are several contributors here who are proficient in terms of IHT. But your question is a little unusual: do you need to set up an EIS scheme, or do you think that EIS investments generally are the solution to your IHT issues? If the latter, then your query may fall at least partly within the scope of financial advice - something most tax specialists will steer clear of. You may need more than one professional / specialist to assist.

Regards,

Lambs


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