Heritable Ltd is a small firm of independent financial advisers and investment specialists, based in Edinburgh and London.
Our financial planning service is designed to help you achieve any/all of the following outcomes:
- create a decent income in retirement
- reduce your Income Tax Bill
- protect your family’s wealth from Inheritance Tax
- protect and provide for dependents
- buy property
- make your investments work efficiently and effectively
- protect your business from the loss of a director or key employee
- avoid common financial mistakes
Our expertise covers the following areas:
- Pensions (Personal / Group)
- Self Invested Personal Pensions (SIPPs)
- Property purchase through SIPPs
- Trusts
- Life Assurance
- Income Protection
- Key Man Insurance
- IHT Planning
- Mortgages / Loans
- Equity Release
- Investment s
- ISAs
- EIS
- VCTs
- Off-shore investments
- School fee planning
- Financial modelling (long-term cash-flow forecasting)
- Truth® Financial Planning
We aim to have a long term relationship with you. Just like our sister professionals, lawyers and accounts, we find that existing clients come to depend on us as a trusted counsel as they progress through their various life stages.
Specialties
Independent Financial Advice, Pensions, Investments, Mortgages, Inheritance Tax Planning
