HOW MAY WE HELP YOU?

What is ESTATE PROTECTION AND PLANNING from Kingstons?

Your success in life can return significant rewards and many of you would wish to provide for your families and friends based on that success and reward. Although this may seem like a distant prospect, estates are often taxed needlessly on death and the current evidence is that the annual inheritance tax revenue to the UK government has nearly doubled in the last 7 years: as Benjamin Franklin said, the only things certain in life are death and taxes!

For many of you a balanced approach that uses the currently available and legitimate ways of planning for these events, whilst recognising your current and future needs, is interesting, but you need a “joined up” approach.

This may involve:

  • Having your Will and your parents’ Wills written in a tax efficient way with all of your wishes clearly defined whilst using the latest expertise and clear language.
  • Using family and business Trusts to preserve wealth through the generations and to protect your family and business partners.
  • Inheritance tax planning that can create an income stream for your lifetime, while reserving the capital invested for your family and dependents.
  • Use of Lasting Powers of Attorney to help manage your financial affairs and care if you are in poorer health and unable to do this personally.


Now may be the time to spend on the unthinkable, to protect and preserve for your loved ones and business partners and to make what can be a very stressful time more bearable for the ones you leave behind. Do plan and don’t leave it to chance, with the help of Kingstons you can develop and maintain your affairs with the minimum effort and the maximum result.

Will writing, taxation and trusts are not regulated by the Financial Conduct Authority. Will services are performed by Kingstons Will & Trust Planning Limited only.

Kingstons
Financial Planning | Wealth Management | Will & Trust Planning

Kingstons Financial Planning | Wealth Management | Wills & Trust Planning 01702 561970 enquiries@kingstonsfinancial.com

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Kingstons Wealth Management Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 714745.

The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less then you invested. Investment Services and other services regulated by the Financial Conduct Authority are only provided by Kingstons Wealth Management Limited. As a mortgage is secured against your home or other property, your home or other property may be repossessed if you do not keep up repayments on your mortgage. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. Some Buy to Let mortgages are not regulated by the Financial Conduct Authority. Wills writing, taxation and trusts are not regulated by the Financial Conduct Authority. Will services are performed by Kingstons Will & Trust Planning Limited only.

Kingstons Wealth Management Limited is registered in England and Wales Number: 09705742, address: Broom House 39/43 London Road Hadleigh Benfleet Essex SS7 2QL. Kingstons Financial Planning Limited registered in England and Wales Number: 04987554, address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH. Kingstons Will & Trust Planning Limited registered in England and Wales Number: 03319771, address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH.

Kingston House | 15 Southend Road | Rochford | Essex | SS4 1HA

CookiesPrivacy Notice | Terms & Conditions | Regulatory Jurisdiction | Complaints Procedure | External Links | Data Protection

Kingstons Wealth Management Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference 714745.

The value of an investment will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less then you invested. Investment Services and other services regulated by the Financial Conduct Authority are only provided by Kingstons Wealth Management Limited. As a mortgage is secured against your home or other property, your home or other property may be repossessed if you do not keep up repayments on your mortgage. The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances. Some Buy to Let mortgages are not regulated by the Financial Conduct Authority. Wills writing, taxation and trusts are not regulated by the Financial Conduct Authority. Will services are performed by Kingstons Will & Trust Planning Limited only.

Kingstons Wealth Management Limited is registered in England and Wales Number: 09705742, address: Broom House 39/43 London Road Hadleigh Benfleet Essex SS7 2QL. Kingstons Financial Planning Limited registered in England and Wales Number: 04987554, address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH. Kingstons Will & Trust Planning Limited registered in England and Wales Number: 03319771, address: 26 Dorset Gardens, Rochford, Essex, SS4 3AH.

Kingston House | 15 Southend Road | Rochford | Essex | SS4 1HA