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Best Accreditations

Specialisms

Business Planning
Inheritance Tax Planning
Lasting Powers of Attorney
Lifetime Gifting
Trusts
Wills

Location

2 Inches Yard, Newbury, Berkshire, RG14 5DP

Member Profile

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.

Our advisers will carefully go through with you everything you need to know and provide options on how best to plan.

If Inheritance Tax might be an issue, we will advise on how best to mitigate this, often in conjunction with your own financial adviser.

We also provide registration services for Lasting Poers of Attorney

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