Kept assets provide specialist advice on the appropriate writing of Wills, Estate Planning including Trust implementation & Inheritance Tax Mitigation. They also provide a full independent service in the provision of Lasting Powers of Attorney and Pre-paid Funeral Plans.
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:
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.
Direction:
Keeping faith with your intentions where you have bequeathed assets, items or money to specific groups, individuals or charities.
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.
The Lifestyle Card was established in 2018 in our hometown of Andover, Hampshire. Having worked within HR, Education & Health for a combined 50 years, we have the knowledge and expertise to know what drives employee engagement and customer loyalty. After the local success we have expanded our coverage to national locations, enabling us to provide a service for all clients and creating opportunities for local business nationwide.
