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Ed Syrett
Ed Syrett
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Hi,

I am 55 and have a portfolio of 7 properties.

As part of my retirement planning, I am trying to achieve the following:

  1. I want my daughter to inherit the portfolio with minimal work, and minimal inheritance tax.
  2. My daughter won't be able to manage the portfolio but I want her to receive the income from it. That implies that I have to hand over management of the portfolio to someone else.

I have been trying to find an IFA that understands property, but so far I have been unsuccessful. Ideally I need an IFA in the Beds/Bucks area so that we can meet up.

Thanks,

Ed.

16/09/2019 16:25

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