I provide guidance on tax-efficient strategies that support your long-term goals while remaining aligned with current legislation.
I can assist with:
- Intergenerational wealth planning
- Inheritance tax mitigation
- Gifting Strategies
- Trusts and estates
These conversations are handled with care and discretion, focusing on your priorities and wishes for the future.
The Financial Conduct Authority does not regulate Inheritance Tax and Trusts Planning.
Regulatory information
KB Wealth Planning Ltd is an appointed representative of Sense Network Limited/Lyncombe Consultants Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). You can check our status on the Financial Conduct Authority’s ‘Firm Checker’ register. Our regulatory reference is 1027287.
Registered Address: 48 Main Street Skidby Cottingham East Yorkshire HU16 5TG Registered in England & Wales No.: 16182481. The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.