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Bloodline Planning Specialists
Helping you live for NOW and plan for the FUTURE

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How do I protect my children's inheritance?

After a lifetime of working to support your nearest and dearest, you want to make sure that the ones you love and value are catered for. You want to ensure that the assets that have been built are protected and kept within the family.

Bloodline Planning with the team at Kept Assets ensures that this is easily achievable giving you peace of mind and comfort in the fact that your legacy is secured and your family are looked after.

Bloodline Planning Specialists

Kept Assets Limited are a specialist advisory firm based in Newbury in Berkshire that can provide you with Bloodline Planning through our comprehensive Will writing or estate planning services. It’s a simple fact that all of our lives come to an end, sometimes earlier than we would have liked, sometimes later.

With a little help from Kept Assets Limited you can plan your estate to provide for the three main factors that can affect your intended outcomes:

WILL WRITING PROTECTION

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.

Will Writing Services

ESTATE PLANNING DIRECTION

Keeping faith with your intentions where you have bequeathed assets, items or money to specific groups, individuals or charities.

Estate planning services

ESTATE ASSET MITIGATION

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.

Bloodline planning services

FIND OUT MORE

Want to know more about our Will writing or estate planning service? Would you like to work with a team that have your interests at heart and will advise you to gain the best possible outcome? Why not call today on 01635 959111

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