Below you will find an extensive range of information sheets. Please feel free to download whatever you require. More information sheets will be added periodically.
If you have any questions, please do get in contact with us.
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.
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.