Kept Assets Ltd is a specialist advisory firm based in Newbury, Berkshire, focusing on bloodline planning and comprehensive estate and financial advisory services. The firm stands out for its dedicated approach to ensuring clients’ legacies are protected and their assets remain within the family, providing peace of mind through tailored will writing, estate planning, and inheritance solutions.
The team at Kept Assets emphasizes a client-centered methodology, helping individuals and families navigate complex financial and legal landscapes to safeguard their futures. Their expertise covers protection against potential risks such as divorce or long-term care costs, adherence to client intentions in asset distribution, and lawful mitigation of inheritance tax impacts. They cater to clients seeking to preserve wealth across generations and ensure their loved ones are provided for according to their wishes.
Services Offered
- Estate Planning
- Financial Advisory
- Financial Planning
- Executor Services
- Bloodline Planning
- Deeds of Variation
- Inheritance Tax Mitigation
- Lasting Powers of Attorney (LPA’s)
- Member Services
- Probate Service
- Trust & Estate Planning
- Will Writing Services
Based in Newbury, Berkshire, Kept Assets Ltd serves clients across the region, offering specialized guidance in preservation and bloodline protection to ensure assets are secured for future generations.
