Protecting your loved ones

Making sure they are looked after when you have passed

Leaving a Legacy

Leaving the right things to the right people at the right time

Protecting your wealth

Shielding your wealth from the consequences of long term care, premature death or illness

Lifetime Gifting

Using Trusts to pass on and protect your wealth

Reducing tax liabilities

Planning strategies to reduce the tax burden on your estate

Planning for 21st century family structures

Protecting and preserving your wealth in complex family situations

About Genus

Genus Financial & Estate Planning grew out of a regulated Financial Planning practice that has been operating in Kent for almost 20 years now.

We are often asked questions on areas outside of the normal regulated activity of dealing with Pensions and Investments. Genus was born to provide a more complete service.


Our Services

Genus Financial and Estate Planning provides advice and services related to Wills, Trusts, Estate Planning, Lasting Powers of Attorney, Inheritance Tax Reduction, Legacy Planning and all of the associated legal works that accompanies these services.

If you need assistance in any of these areas, do get in touch with us today.



We understand that financial and estate planning can be a minefield of complicated terms and policies so in order to assist you in your understanding, we have put together a comprehensive Resources section.

Here you will find explanatory articles on all sorts of related subjects along with a glossary of terms for easy reference.



Like any business there are many questions that come up time and time again. In our Frequently Asked Questions section, you may well find the answer to that burning question if we have been asked it frequently.

If the answer to your question is not present, do get in contact with us today.


Contact Us Today

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