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We have found Andrew is very transparent about the charges he makes for his services and we feel gives great value for money.
Andrew is the only financial adviser I have dealt with that I trust, and I have dealt with quite a few. I find his advice clear and honest.
Trustworthy, Intelligent, and Creative. Could not think of a better person to look after my wealth.
We now have a lovely new home and financial security, what more could you ask of a financial advisor. Thanks Claire
Claire explains often complicated financial products in a way which allows us to make informed decisions based on her sound advice on the various options on the market.
As part of an initial meeting our Slaithwaite-based financial advisers will also conduct an assessment of your potential exposure to inheritance tax. This involves a review of any existing wills and, if appropriate, recommendations for immediate inheritance tax planning.
There are a multitude of solutions available to assist in this area. These can range from gifts and gift trusts to solutions which can ring-fence wealth which is no longer required. They can include investment based trusts where a measured level of access or income is still required, to options to transfer the liability to an insurance company. In some cases assets which qualify for business property relief and are available for their use but outside an individual’s estate for Inheritance Tax purposes. No one size fits all and often a number of these solutions combine together to form the strategic financial plan.
Our Financial Advisers aim to ensure the correct balance is struck between reducing exposure to tax, maintaining control and access, and controlling the flow of wealth between generations.
If you are a resident in the Slaithwaite, Leeds or surrounding Yorkshire area and you are looking for advice on inheritance tax planning, our financial advisers are here to help. To discuss, please call our team on 0113 350 2080 or email info@heritagews.co.uk.
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Our Services
At Heritage we feel the initial crucial step in the strategic planning process is to develop a thorough understanding of your current financial position, as well as ascertain your goals and objectives.
We all have our individual needs so its best to take early advice to get on track. Choosing the right investment wrappers pre-retirement can open up many more options when you come to retire.
Investing can have a vital role to play in meeting individual needs. From experience, we find the best results are achieved when there is a simple, clear understanding of those objectives.
Dealing with the estate of a loved one can cause substantial distress to families. We have a number of trained strategic partners who work alongside us to provide our clients a tailored package to suit specific client needs.
A crucial part of any financial planning strategy is to consider what action should be taken in order to protect you and your family from the effects of premature death, accident or serious illness.
At Heritage we feel the initial crucial step in the strategic planning process is to develop a thorough understanding of your current financial position, as well as ascertain your goals and objectives.
