We want to ensure our clients optimise their affairs so as to minimise the amount of tax they pay, both in life and on death.

This is only possible with a full overview of our clients' affairs, to ensure they and their families are making full use of all available allowances and exemptions, and not carelessly incurring unnecessary tax.

Note that not all areas of Tax planning are regulated by the Financial Conduct Authority.

 


 

NEW FOR 2015: In-house Wills & Trusts service

Make sure your hard-earned wealth ends up where you want it to...

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NEW FOR 2015: Office in Beaconsfield

We have recently opened an office in historic Beaconsfield Old Town...

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Kennedy Black short-listed for a second national IFA award

In 2014, Kennedy Black was shortlisted for a second prestigious award in three years...

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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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