Products > Investment & Inheritance Tax Service
Investment and Inheritance Tax Service
As a Moneybrain adviser you will only be licensed to sell non investment related products; and this currently falls in line with the recently introduced low risk regulatory framework from the FSA in 2004.
Investment and Inheritance advice is deemed high risk, and at Moneybrain we have a team of wealth managers to serve your clients should the need arise for investment and/or inheritance tax advice. You will be remunerated for the introduction; they still remain your clients.
A large number of your clients will have net assets in excess of £300,000, in most instances as a result of increasing property prices over the last 10 years; therefore a large number will have an estate liable for inheritance tax, and we are sure they would rather give 40% to their family than the tax man.
In addition; this service is recommended for those clients that come into a windfall and wish to take impartial and professional advice. This Service is also relevant to those fortunate enough to have a large portfolio of cash and shares and require an overview and/or advice.