Checking my IHT and personal finance plans
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Description
Experience Level: Intermediate
Estimated project duration: 1 day or less
Would anyone like to quote for checking the approximately 20 A4 sheets which I have prepared, describing my proposed tax avoidance moves ? I am hoping for a red-pen or other annotation drawing my attention to those sheets (I am sure they exist) which contain errors. A price per sheet would be ideal for me in that it would give flexibility for us to change the number of sheets and/or for me to offer further work. However, I would consider paying a fixed fee or a normal hourly rate.
I would be happy to provide a disclaimer, (or to consider agreeing to your terms) which could include stating that I have not asked for, do not need, and do not expect a complete IFA service, assessment of my risk tolerance, or a holistic advice on my affairs. Also, that I take all responsibility for implementing the changes, and all liability for any mistakes that might slip though undetected.
Most of the sheets are self contained, and their aim(s) obvious or stated. What I need is an expert eye to point out any mistakes, cautions, or ways by which the transfers detailed might not achieve their aim(s).
I would consider a quote even if some of the areas covered and their sheets were excluded, but in all they cover ...
1) IHT avoidance, including PETs and Aim investments.
2) Capital gains tax and BR eligible ISAs.
3) DC pensions including Income tax and charity giving.
4) Deeds of variation.
5) A means-tested welfare benefit recipient.
As an example, I have uploaded an image of the most complex sheet. I should be able to supply the sheets in any format you might prefer, including paper. Likewise, I could accept the annotated sheets as paper, or I am sure I could accept most electronic formats.
I realise that this is not the sort of complete service which an IFA would normally provide, but believe that a knowledgeable IFA or tax accountant could see mistakes and problems that I can't.
I would be happy to provide a disclaimer, (or to consider agreeing to your terms) which could include stating that I have not asked for, do not need, and do not expect a complete IFA service, assessment of my risk tolerance, or a holistic advice on my affairs. Also, that I take all responsibility for implementing the changes, and all liability for any mistakes that might slip though undetected.
Most of the sheets are self contained, and their aim(s) obvious or stated. What I need is an expert eye to point out any mistakes, cautions, or ways by which the transfers detailed might not achieve their aim(s).
I would consider a quote even if some of the areas covered and their sheets were excluded, but in all they cover ...
1) IHT avoidance, including PETs and Aim investments.
2) Capital gains tax and BR eligible ISAs.
3) DC pensions including Income tax and charity giving.
4) Deeds of variation.
5) A means-tested welfare benefit recipient.
As an example, I have uploaded an image of the most complex sheet. I should be able to supply the sheets in any format you might prefer, including paper. Likewise, I could accept the annotated sheets as paper, or I am sure I could accept most electronic formats.
I realise that this is not the sort of complete service which an IFA would normally provide, but believe that a knowledgeable IFA or tax accountant could see mistakes and problems that I can't.
James P.
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22 Mar 2018
United Kingdom
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Hi James,
Do you still need help with this?
Thanks
Tim -
the attachment is an odg format. can make available a pdf?
James P.08 Mar 2018I think you just found my first mistake! Anyway, I have just uploaded the suggested pdf. If it works, I will assume that all the sheets are to be submitted in that form. If there are any other problems with my inquiry, just let me know.
- James P.
606560605903
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