Kept Assets provide planning and advice on estate preservation and bloodline wealth protection.
Writing your Will is just the first step in ensuring that the wealth that you have created remains with your family and/or other chosen beneficiaries.

- Wills can be challenged and changed
- Re-marriage negates an existing Will
- Local authorities are avaricious when care costs need to be covered
- Children may choose their future spouse poorly
- And then there could be Inheritance Tax

We will consider your situation now and advise you on what situations could arise in the future.

We will then provide the products and services required to help you:

- Protect your assets from outside influence
- Direct your wealth to your intended beneficiaries
- Mitigate the tax position of your estate

We will, where necessary, work in conjunction with other professional firms to introduce regulated products and services to ensure your needs are met.