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 short-listed for another national IFA award

We are delighted to announce that Kennedy Black has been shortlisted for another prestigious industry award...

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100% Client Satisfaction

We are very pleased to publish the results of a Client Satisfaction Survey undertaken recently. 100% were 'extremely' or 'very' satisfied with our service...

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