Tax and legal advice are integral to any financial plan yet are often overlooked.
We work with both Solicitors and Accountants to ensure that any arrangements that we advise take full account of legal and tax implications. If you already have a Solicitor or Accountant we would be pleased to work with them to achieve the best outcome for you.
Somborne Financial Planning will not receive any commissions or introductory fees in respect of referrals to professional third parties but instead request that any such payments be used to reduce professional fees.
The Financial Conduct Authority does not regulate Will writing or Tax advice.