About Us

Genus Financial & Estate Planning grew out of a regulated Financial Planning practice that has been operating in Kent for almost 20 years now. As a team we realised that we were often being asked questions and giving advice on areas outside of the normal regulated activity of dealing with Pensions and Investments.

In order to provide a more comprehensive service and to help facilitate the arrangements, we decided to expand our areas of operation to encompass areas of advice and implementation.

This includes things like Wills, Trusts, Estate Planning, Lasting Powers of Attorney, Inheritance Tax reduction, Legacy Planning and all the associated legal work that goes with these things, all of which are very important parts of an overall Financial Plan. We provide a comprehensive service that deals with all aspects of Wealth Preservation, Wealth Management, Estate Planning and Legal documentation.

Our highly qualified and experienced team has over 100 years’ experience of operating in and advising on all such matters. Please do get in touch to find out how we may be able to help.

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.

 

Resources

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.

 

FAQs

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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