Subnostr

If they do not understand the specifics/nuances of your situation, they are not an expert in UK tax law!

They can quote the laws verbatim and understand them extremely well, but they don't have the time to understand you or your situation.

For many with normal lives this is probably fine (9-5 job, an ISA, pension etc...), but when you have levels of life complexity that lie outside of this, the tax advisors frequently jump to wrong assumptions and therefore wrong conclusions.

The same thing is happening to my relocation agent, he has no idea how to understand my life and my expectations, because nothing he's encountered before has any resemblance to me or my life.

Self sovereignty is both a blessing and a curse 😂

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Discussion

d0708145... 1y ago

Ha ha, yes, I understand what you mean. There's certainly no one size fits all answer, and as you say, the more complex your situation, the more complex the answer. Good luck and I hope you manage to iron it all out with the minimum of fuss, and the minimum of tax bill😁🫂.

mike 1y ago

The kicker is, my Father died earlier this year, so I'm also dealing with probate for his estate.

My learning curve is exponential as is my growing tax bill 😂

d0708145... 1y ago

Aaah bugger😕.

Lady Mae - Growth Teacher 1y ago

💯 relate to this. I had to let go of my tax advisor for the same reason. They thought my questions were dumb ones without even trying to understand where I was coming from nor realised that I did my homework! ☺️

As a result I saved so much by doing my research! It pays to be informed and knowing your rights! 👌