At KS Wealth, we understand the importance of maximising the potential of your existing pensions to ensure a secure and comfortable retirement. Our existing pension review services are designed to provide a thorough analysis and optimisation of your current pension arrangements.
KS Wealth, are committed to fixed fees and caps for our services which makes us a leader in modern financial services, as we believe it can take the same time regardless of the amount invested or complexity of the advice to provide value for our services. Get in touch with us for a quotation as each case is bespoke to each of our client’s requirements.
Please note the Financial Conduct Authority do not regulate estate planning. Please get in touch for advice and a quotation or for a summary of our fees.
Inheritance tax can significantly reduce the value of the assets you leave behind, impacting your loved ones’ financial security. At KS Wealth, we specialize in crafting tailored estate plans that help minimize inheritance tax liability, ensuring that more of your wealth is preserved for future generations. By employing strategic gifting, trusts, and other tax-efficient solutions, we work closely with you to structure your estate in a way that maximizes the benefits to your heirs while complying with all legal requirements.
Navigating the complexities of inheritance tax requires expert guidance, and KS Wealth is here to provide that support. Our team will review your current estate, identify potential tax liabilities, and develop a comprehensive plan to mitigate them. Whether you’re concerned about passing on a family business, property, or other significant assets, we offer personalized strategies that align with your goals and provide peace of mind for you and your family.
A well-managed pension plan is crucial for ensuring a comfortable retirement, and KS Wealth is dedicated to helping you make the most of your pension assets. Our experienced advisors offer personalized pension planning services designed to optimize your retirement income. We assess your current pension arrangements, explore potential options like defined contribution or defined benefit schemes, and develop a strategy that aligns with your retirement goals and risk tolerance.
In addition to building your pension, KS Wealth also provides guidance on pension drawdown and other income options for your retirement years. We help you understand the tax implications of accessing your pension, ensuring that your withdrawal strategy maximizes your income while minimizing unnecessary tax burdens. With our expert advice, you can feel confident that your pension plan will support the lifestyle you desire throughout your retirement.
