Lyndhurst Heritage - SPECIALISED SERVICES & AFFILIATE PARTNERS

SPECIALISED SERVICES & AFFILIATE PARTNERS

Providing access to a selected network of Trusted Affiliate Partners, with experienced specialists who have completed our due diligence process.

Lyndhurst Heritage - SPECIALISED SERVICES & AFFILIATE PARTNERS

LEGAL SERVICES

WILLS, TRUSTS & PROBATE

Making a Will is the only way to ensure that your assets go where you want them to after you die.

ESTATE ADMINISTRATION

We work with Estate Administration professionals who take away the burden, stress, time and responsibility of carrying out the deceased’s wishes and executing the Will.

POWER OF ATTORNEY

If you become incapacitated, it can be invaluable having a reliable person to trust to manage your affairs and remove the anxiety of having unpaid bills, at a time when you most need peace of mind.

ACCOUNTANCY & TAX PLANNING SERVICES

PERSONAL TAX PLANNING

A specialist personal tax planning service tailored to your individual needs that includes advice on minimising tax liabilities for all personal taxes, including Income Tax, Capital Gains Tax (CGT), Inheritance Tax and non-domiciliary taxes.

OTHER SPECIALIST SERVICES

BESPOKE LENDING

Tailored lending which is assessed on your individual needs and circumstances, using a common-sense approach, good judgement and sound lending practice.

CURRENCY EXCHANGE SERVICES

Foreign currency exchange, expertly handled, quickly, securely and with market-leading rates.

GOLD BULLION

If you’re interested in investing in gold bullion, we can offer a number of solutions. Either purchasing bullion through your Self Invested Personal Pension (SIPP) or directly via a specialist gold service where your bullion will be stored in vaults that are professionally managed on your behalf.

TRUSTED AFFILIATE PARTNERS

Brewin Dolphin

Brewin Dolphin are one of the UK’s leading wealth managers and we are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice.

Harpenden Building Society

We’re proud to be a small independent Mutual Society. We believe in helping people towards a safe and secure financial future.

Hicks and Company

Hicks and Company is a well-established and progressive firm of accountants based in Hertfordshire.

Neves Solicitors

We’re more than just legal experts. We’re trusted advisers who take the time to really understand your issues.

Taylor Walton Solicitors

We are a highly respected regional firm and are proud to be the trusted advisor to a wide range of clients. We believe that our experience delivers exceptional results.

Brewin Dolphin

Brewin Dolphin are one of the UK’s leading wealth managers and we are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice.

STAYING ON TRACK

Regular reviews are central to advising our clients, taking into account the ever-changing financial landscape, changes in legislation and changes to the family’s objectives.