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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.
At Heritage, our financial advisers offer a range of trust planning and inheritance tax planning options for our Yorkshire clients to consider.
Our solicitor partners find it useful that our charted financial planners can offer sound financial advice on a range of areas including:
- Venture Capital Trusts, Enterprise Investment Schemes, investments qualifying for Business Property Relief
- Tax on pension drawdown
- Audit trail for gifts out of income
- Discounted Gift Trust
- Gift trusts and Gift and Loan Trusts
- Accumulation and Maintenance Trust
- Bare / Absolute Trusts
- Offshore Trusts
Financial planning is an integral part of tax, trust and estate planning work and all our financial advisers have significant experience working with the above forms of planning.
At Heritage, we offer a free 30 minute consultation to any Yorkshire-based customer on any of the above services. To claim this free financial consultation, or to talk to one of our team about our financial planning services for solicitors, please do not hesitate to contact our Slaithwaite-based financial advisers on 01484 810 601.
