Future Planning Who to advise?

Discussion in 'Other financial issues' started by AlbacoreA, Mar 29, 2018.

  1. AlbacoreA

    AlbacoreA Frequent Poster

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    When considering parent and your own future financial planning, inheritance, fair deal, people often say you should get professional advice. Is this a solicitor, accountant, tax consultant etc. or all of the above.
     
  2. DeeKie

    DeeKie Frequent Poster

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    132
    Tax first. Sometimes, to implement advice, a solicitor is needed. A solicitor is also needed for a will of course.
     
  3. Marc

    Marc Frequent Poster

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    For a multi-disciplinary approach to future planning the best place to start would be a good Financial Planner (www.sfpi.ie) and let them work like a GP on your behalf to pull in various professionals as necessary.

    Marc Westlake CFP,TEP,APFS, QFA
    Chartered and Certified Financial Planner and Registered Trust & Estate Practitioner
    Board Director SFPI
     
  4. noproblem

    noproblem Frequent Poster

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    My advice would be for you to talk to the other person first about you're planning what they should do.
     
  5. AlbacoreA

    AlbacoreA Frequent Poster

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    Ok thanks.