New for 2015, Kennedy Black Wealth Management now has an in-house Wills and Trusts service.
We help wealthy families protect their wealth for current and future generations. This means protecting estates from the five main threats to generational financial planning:
- The taxman
Even if you have a Will, we would urge you to get in touch. A 'Standard' Will (100% to the surviving spouse absolutely and then 100% to the children) will NOT protect your estate from the above threats. What if your spouse were to remarry? Your hard-earned wealth could quite easily pass to the new partner and any children he/she may already have. What if your children were to divorce? Or go bankrupt? We can take steps to ensure that your wealth doesn't end up where you don't intend it.
We offer a free Will review service. Please get in touch if you would like a no-obligation opinion on your current arrangements.