A Brief Summary
Bloodline Planning is based on placing your family at the heart of your decisions when creating your Will & Trusts. To do this we recommend that you open the conversation across the generations so that you get a more integrated approach to your plan which in our experience increases the benefits to each generation going forward. Our team are able to guide you through the best ways to open the conversation and store the data so that the right people know the right things at the right time to make your plan deliver for your family.
Here at KEPT Assets Limited, we offer a number of different services to our clients these include –