Nottinghamshire, March, 2017

What were the circumstances that caused you to look for an IFA?
to minimise inheritance tax.

How did Kevin Fletcher help you?
Kevin helped focus my ideas into actions.

What is your current situation? Have you seen the outcome you were hoping for?
Yes thanks.

What could they have done better?
Maybe a little more legal understanding of inheritance tax,that you would normally get from a solicitor.