Technical Support Unit
For Financial Advisers and Investment Professionals
We fully appreciate the increasing demands on Financial Advisers to have detailed technical knowledge of all aspects of wealth management, and how important this is in building successful client relationships.
Providing accurate information - often at short notice - can make all the difference when developing client business in the long term.
James Hay's team of tax, pensions and trust specialists have been providing such specialist support for over 15 years now, with the emphasis always on helping you make the most of the opportunities available. Our regular Tech Talk bulletins also keep you up to date with the latest sales opportunities and taxation and pensions related issues.
Put your question to our team of tax, trust and pensions specialists.