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 Morley-based financial advisers on 0113 350 2080.