Advanced Estate Planning Process ^TM

40% of your taxable estate is at risk of being lost to the tax man. We will use allowances, wills, trusts and regulations to create innovative and imaginative strategies to protect your estate and minimise inheritance tax. This information developed by our in-house specialists and in consultation with our network of professional partners will be used to create your LIFESTYLE PLAN ^TM.

When your LIFESTYLE PLAN ^TM is completed we will post it to you. This is because the content will require sufficient time to read in the comfort and solitude of your own home. When you have digested the contents, you have several options. If you take advice from other professionals, such as an accountant or solicitor, you may choose to show it to them. You can ask us to implement the plan for you. We will invite you back for a further meeting to discuss this and answer any questions you may have.

A typical LIFESTYLE PLAN ^TM for estate planning purposes may include the following:

• Wills
• Discretionary Trusts versus Will Trusts
• Direct Settlements
• The Asset Preservation Trust
• Flexible Family Trust
• Spousal Protection Trust
• Split Gift Trust
• Safe Home Income Plans
• Reducing Inheritance Tax and producing income with property
• Protection of the estate with life assurance
• Property Trust
• Potentially exempt transfers
• Intervivos Protection
• The Inheritance Tax Resolution Trust
• The Education Trust
• The Gifting Trust
• Enduring Power of Attorney
• Discounted Gift Trust
  
  When your plan has been implemented, we will invite you to become clients of Kings Park and join our CLIENT CHOICES PROGRAMME ^TM. This will ensure that your financial plans are reviewed and kept up to date either quarterly or annually by a series of reports or meetings. You will also be kept up to date generically through our newsletter, THE FINANCIAL CHOICES UPDATE.
  If you would like to arrange a no obligation meeting or if you would like further information, please click here.