Other Services
Wealth Check
A full financial review can prove a well worthwhile exercise. Whether you are starting out with the aim of creating wealth or whether you have accumulated wealth, Kent Insurance Services aim to help you identify the areas that you need to concentrate on.
Reviewing one’s financial position is an essential ingredient of prudent financial planning and taking informed advice from a totally independent perspective may pay dividends in the longer term.
Traded Endowments
If you have an endowment policy and are considering surrendering your policy, you may wish to see if a higher amount can be gained by selling it. Kent Insurance Services has access to a TEP platform and an auction house in order that we can evaluate whether an endowment policy can attract a higher value by selling rather than surrendering.
If you wish to consider buying a second hand endowment policy, we can offer advice and assistance with a search for a suitable policy.
Inheritance Planning
Wealth preservation for the family has become a major objective for many people. Having created your wealth the last thing you want is for the Her Majesty's Revenue & Customs (HMRC) to benefit any further. After all you have paid numerous taxes throughout your life and will naturally want to let those closest to you benefit from this when you die. A little forward planning now may pay big dividends in the future There are various ways and means of reducing or sometimes eliminating this tax on your hard earned wealth. Kent Insurance Services offers advice on suitable strategies to overcome the effects of IHT on your estate.
The Financial Services Authority does not regulate taxation and trust advice or will writing.
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