Tax and Estate Planning
Kellands award-winning advice will ensure you enhance your current financial situation and help you to maximise your future potential.
Building a plan to transition wealth to your family can be one of the most rewarding aspects of financial planning. It is also an area which necessitates a great deal of care. The balance being to ensure the plans you are making assist the family, whilst retaining a healthy personal financial position later in life. Overlaying the complex set of tax considerations in this area, further emphasises the need for specialist advice. Kellands are on hand to help: providing tailored and holistic advice to ensure that you can achieve your objectives; for the benefit of you and your family.
There’s a lot to think about when you’re planning for your financial future, it can feel overwhelming at times. Speaking to Kellands will give you the best chance of optimising your individual circumstances and help you avoid the mistakes that unadvised investors often make.
A client investing £10,000 in cash between 2008 and 2018 would now have £11,720. If they had invested, this would now be worth £21,905.*
*Evaluation of the impact of the Retail Distribution Review and Financial Advice Market Review, December 2020
* From money marketing and schroders the value of advice.
Why choose us?
What differentiates Kellands from many of our competitors is that we are a Chartered Financial Planning Practice. This chartered status demonstrates our professional commitment to raising standards of knowledge, capability and ethical practice. We are committed to providing an unrivalled holistic financial planning service with the aim of delivering bespoke financial plans for our clients.
Kellands is part of a well-established national award-winning firm that has been providing independent financial advice for over 30 years.
