Dealing with the estate of a client
"Since Christmas 2022, I have acted as the executor of the estate of my mother-in-law who was a client of Equilibrium. During this time, I have made a number of requests to David and Steve McNicholas for her account data and to the transfer of her account to her beneficiaries. These were all addressed very efficiently.
Now that I am expecting to finalise the estate within the next few weeks or so, David and Steve are also providing approaches to managing future IHT issues to create a tax efficient portfolio.
David and Steve have a very friendly manner during our discussions. I would gladly recommend Equilibrium."
Review left for Equilibrium Financial Planning LLP
14th March 2024