Advice on trusts, guardianships and care fee planning

In order to ensure that our existing clients receive the best possible service we are currently not taking on any new pension, investment or wealth management clients. We apologise for not being able to assist at this time.

How can Harris Independent Financial Advice help?

There are lots of reasons to set up a trust, from inheritance tax and estate planning to protecting the assets of a vulnerable person. Whether you are based in Boston Spa, Yorkshire or elsewhere in the UK we will help you set a trust up and carry out your duties as a trustee by providing investment management and tax advice on the assets held within it.

In addition, if you are the trustee or guardian of a vulnerable person (or hold a power of attorney) then we can provide professional independent financial advice on managing their affairs. We will ensure that their assets are invested appropriately, and help you carry out your duties, both in terms of regulatory reporting requirements and on a day to day basis.

We will also help you plan to meet the costs of care in later life, including protecting your assets from being assessed by the local council against care home fees where possible, while staying within the government’s guidelines.

Particular areas where Harris Independent Financial Advice can help include:

  • Using trusts to pass assets to your heirs without inheritance tax being due
  • Using investment bonds to shelter assets from council care home fee assestment
  • Managing investment portfolios in the interests of vulnerable persons

Why choose Harris Independent Financial Advice?

Matthew Harris holds specialist qualifications in the use of trusts, and is an investment specialist with extensive experience in the management of portfolios for clients of all ages and levels of capacity.

We always offer a free initial consultation, without obligation.

What do our clients say about us?

"The service I got from Matt was very friendly and efficient, and at a very reasonable price compared to that offered by other financial advisers I contacted." Martin Lussi

For more customer feedback please see our testimonials page.

Independent financial advice on trusts &  IHT planning, Boston Spa

Independent financial advice. Regulated by the Financial Conduct Authority (FCA no. 603653). A brand of Dalbeath Financial Planning Ltd (company no. SC450460)