You have a right to expect professional financial advice without these problems

Fiduciary Wealth Team

Do any of these problems sound familiar:

Being resident in Spain but holding a UK investment bond which is not compliant as far as the Spanish authorities are concerned and will be taxed whether you make withdrawals or not?

Being advised to transfer your UK pension to an expensive QROPS with debatable investment performance?

Being recommended to invest your SIPP or QROPS in high risk funds such as viaticals, unregulated collective investments, biofuel or commercial property?

Been recommended an investment strategy that doesn’t match your attitude to risk or never having your investment strategy reviewed?

Investing in QNUPS purely for IHT mitigation and running the risk that HMRC will tax your estate on death because they deem the scheme a sham?

These are just some of the issues we regularly come across when speaking to clients and that need resolving. Don’t suffer in silence speak to us by telephoning +350 200 50982 or email and we can help resolve any problems caused by poor advice.