Leaving a legacy?
You’ve worked hard to build your wealth. The question is: how much of it will ultimately reach the people you care about most?
For many successful professionals, retirees, business owners, and investors, inheritance tax can represent one of the biggest threats to family wealth. Without careful planning, a significant portion of your estate could be lost unnecessarily, reducing what is passed on to future generations.
At KBA, we believe legacy planning is about far more than simply reducing tax. It’s about ensuring your wealth is distributed according to your wishes, protecting family assets, supporting future generations, and creating a lasting financial legacy that reflects your values.
Whether you want to help your children onto the property ladder, provide for your grandchildren’s future, protect family wealth from divorce or remarriage, or simply ensure more of your estate reaches your loved ones rather than HMRC, we’ll help you put the right plans in place.
Through thoughtful estate planning, inheritance tax mitigation strategies, trusts, gifting plans, and intergenerational wealth planning, we help families preserve what they’ve spent a lifetime building.
The best legacy plans are made long before they are needed. By taking action today, you can help ensure your wealth benefits the people and causes that matter most for generations to come.
The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Here’s how we help…
Understand your options
We’ll explore what’s available to you. Whether it involves spending more or gifting money, we’ll help you understand what you can afford and your best solutions.
Keeping it in the family
We all want our money to go to the right people. We’ll help ensure your assets are protected in the event of divorce or bankruptcy, so your wealth stays in the family.
Inheritance Tax planning
We’ll help you manage your IHT bill through the right kind of financial planning, making sure more of your money goes to your loved ones rather than the taxman.
Utilising trusts
Trusts can be an effective solution for protecting and preserving your assets. We’ll help remove the complexity around them and see whether you could benefit from one.
Trusts are not regulated by the Financial Conduct Authority
Meeting your needs today
We make sure to take a well-balanced approach to estate planning, so you don’t leave yourself short in your own lifetime, while also enjoying the benefits now.
Peace of mind
Most of all, we’ll give you the peace of mind you need to live life now, safe in knowledge that your estate is protected for future generations.