What’s the best way to agree on fees with my financial planner?
Some financial planners will charge you by the hour – at Bluebond Tax Planning, we prefer a fixed pre-agreed fee arrangement when working with our millionaire clients.
If we under quote – that’s our problem. If we quote too much, you can and probably will say no. At least you know up front what it’s going to cost and can make your decision. We have posted another page on how this works in the pricing page on the site.
Any questions about IHT fees and commissions?
Should you have any questions about inheritance tax fees and commissions, we would like to invite you to register for our online video tutorial about How to avoid Inheritance Tax .This comprehensive video tutorial is free of charge and gives you practical information on effective financial planning and how to avoid Inheritance Tax.