“If you're an accountant or an independent financial adviser, check out our wealth management website, www.wealthmanagementforprofessionals.com. It's designed exclusively for professionals, providing a wide range of tax and trust information to help you and your clients.” Andy Kirby, Senior Tax & Trust Manager
Experience tells us that the best solutions for our clients are often produced through a combination of advisers from across the professions. We've therefore produced a website specifically designed for the exclusive use of accountants and independent financial advisers. It's full of facts, figures and ideas that will enable you, in conjunction with Moore Blatch, to provide solutions and added value to your clients.
What subjects are covered?
The site includes a wide range of detailed information covering all manner of issues relating to wealth management:
- Business property relief
- Buying an investment property for your children
- Charitable gifts & charitable trusts in lifetime
- Civil partnerships
- Family home
- Gifts & lifetime exemptions
- Residential care & asset protection
Secured Access
When visiting the site for the first time, simply click on 'register'. You'll then receive a reply email from us, confirming your login details. Thereafter, you just login and go straight onto the site. Please note that access to the site is limited to approved accountancy and financial adviser firm, subject to the discretion of Moore Blatch.
REGISTER NOW or log on to http://www.wealthmanagementforprofessionals.com
We hope you'll find it interesting, though-provoking and a useful reference source.