Kennedy Black can advise clients on how best to protect their estate on death, including preparing for the associated costs but also the mitigation of inheritance tax liabilities via:
Discounted Gift Trusts
Loan Trusts
Spousal Bypass Trusts
Whole-of-life assurance policies
Gift inter vivos insurance
Business Property Relief
Note that not all areas of Estate planning are regulated by the Financial Services Authority.
Kennedy Black Wealth Management Ltd is an Appointed Representative of pi financial ltd, which is authorised and regulated by the Financial Services Authority. Kennedy Black Wealth Management Ltd is registered in England and Wales, registration number is 07002559,
registered office 41 Lothbury, London, EC2R 7HG.
