Wealth Managers - Leeds Financial

Our members provide financial planning to individuals and families with not only investment management, but also estate planning, legal resources and tax planning expertise with the goal of sustaining and growing long-term wealth. Our wealth manager members offer both advisory and discretionary investment services and make available at your request a wide range of investment vehicles, including ISAs, cash management, bonds, equities, derivatives, structured products, mutual funds, and hedge funds. They can also advise on pensions including SIPPs and wealth planning solutions, trustee and other fiduciary services including inheritance tax planning.

 

We have members throughout the Yorkshire & Humber region including financial specialists in Leeds Bradford York, Hull, Sheffield, Harrogate, Wakefield, Huddersfield and areas in between.

 

Relevant Legislation

 

Finance Act 2004

Finance Act 2007

Finance Act 2008

Finance Bill 2009

Financial Services and Markets Act 2000

MiFID

The Capital Allowances Act 2001 (effective from April 2001)

The Income Tax (Earnings and Pensions) Act 2003 (effective from April 2003)

The Income Tax (Pay as You Earn) Regulations 2003 (effective from April 2004)

The Income Tax (Trading and Other Income) Act 2005 (effective from April 2005)

The Income Tax Act 2007 (effective from April 2007)

The Corporation Tax Act 2009

The Banking Act 2009

 

 

Our Members

 

Post your enquiry through the website and we will send it to our specialists. Our members have many years' experience dealing with these types of issues.

 

 

 

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