People’s lives can be somewhat complex these days with the legal and financial landscape subject to constant change. Making sure that your affairs are kept up to date and that you have in place all the correct and necessary legal frameworks to protect your loved ones and your wealth is core to what we do.
The big difference with our service is that it is ongoing – we are not solicitors, which in itself makes us different, and unlike most solicitors, we do not just take instructions and put in place the required legal documentation and walk away, but instead will provide comprehensive advice at outset and will continue to work with you and your family, not only on the purely legal matters, but also on the big picture financial planning and document execution.
We will help you and your loved ones make the most of your wealth, protect what you have and ultimately pass on your wealth in the most tax efficient manner possible.
We do this by listening and understanding what is important to you and asking “what if” type questions, then providing a comprehensive set of recommendations encompassing both financial and legal aspects such as Wills, Trusts, Lasting Powers of Attorney, Inheritance Tax reduction, Lifetime Gifting, Probate, Executorship and Trustee services. Our planning fees start at £1,497.
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.