Service
International tax and estate planning
Planning support for international wealth, estate structuring and succession needs.
Planning and succession support
Heritage can help put in place and administer the company and trust structures that sit around an estate or succession plan. Tax, legal and investment conclusions remain with the client’s appointed advisers; Heritage’s role is formation, management and 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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