KEPT Assets help you ‘live for the now and plan for the future’ … pass it on!
It’s a simple fact that all of our lives come to an end, sometimes earlier than we would have liked, sometimes later.
KEPT Assets Ltd are a specialist advisory firm based in Newbury Berkshire, providing you with the most suitable outcome for your bequests.
We ensure our clients are not unduly influenced by interested parties for instance someone pressuring an elderly relative to leave them money in their Will. Then we create a Will, and trusts where required, to ensure that our client’s wishes are executed. Wills can be challenged or varied up to two years after death so we work hard to ensure your intentions are honoured to the letter.
With a little help from KEPT Assets you can plan your estate to provide for the three main factors that can affect your intentions:
Ensuring you can enjoy your assets and that they cannot be taken away from you whilst you live, perhaps in the event of divorce or the requirement for long term care.
‘Keeping faith’ with your intentions where you have bequeathed assets, items or money to specific groups, individuals or charities.
We keep your Will simple and help you write an accompanying private letter of wishes that explains in more details the intention of the bequeather.
Working within the law to reduce the effect of taxation on your estate assets as they pass down to your beneficiaries and, where applicable, future generations.
Click here to listen to Richard’s valuable advice on the radio about all aspects of wills including trusts, overseas property, marriage, care costs and annual gifting allowances.
How to contact KEPT Assets
For more advice, please contact Richard for an informal, no obligation chat on:
KEPT Assets Ltd