Service
Structured insurance solutions
Specialist support for structured insurance solutions as part of broader planning.
Planning and succession support
Administration and structuring support where a broader plan includes a structured insurance arrangement. Product selection and advice sit with licensed insurance and financial advisers; Heritage’s work is the surrounding structure and its administration.
Heritage Fiduciary Services Ltd provides an execution-only service in facilitating the provision of company and trust structures and does not give investment, legal or tax advice. Any structure should be confirmed against the client’s facts and independent professional advice.
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