Refer your client for a general financial review.

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Ahead of the full TaxAssist Plus Financial Planning launch in July 2026 please only complete this form if your enquiry fits one of the following categories:

• The client is happy to engage with an adviser remotely on an initial basis; and/or

• There is an urgent client need and the client cannot reasonably wait until post-July 2026; and/or

• The opportunity is exceptional (for example, £500k+ AUM). For clarity, post-launch in July we will deal with all clients under the agreed “acorns to oak trees” principle.