KALON ESTATE PLANNING

KALON ESTATE ADDITIONAL SERVICES

Inheritance Planning

Inheritance tax is a complex area that can have a significant impact on your wealth and family. 

Inheritance Tax is a tax paid on your property and belongings (estate) when you die. It is paid before probate is granted and it can take a sizeable slice out of the wealth you wish to leave your family.

Your estate, for Inheritance Tax purposes includes but not limited to:

  • Your home and any other properties you own
  • Your possessions
  • Bank and Building Society accounts
  • Pension & Investments
  • ISAs
  • Insurance policies not written in the Trust.

Kalon Estate Planning can help you structure your estate efficiently so your loved ones can make the most of your assets, wealth, and property.

By planning ahead, you can significantly mitigate your inheritance tax bill, but also ensure you have enough money to live on and enjoy life now.

Get in touch to Plan in advance to Protect and Preserve your Assets.

Secure Documents Storage

Secure Document Storage allows you to protect your legal documents and have peace of mind. Having all your documents kept safe and secure you will remain confident that when the time comes to use the documents, they will all be there in one place.

Kalon Estate Planning can help you store all your legal documents in secure storage facility which will keep all your legal documents safe, secure, fully insured and accessible at all times.

Why choose Us

  • Professional and Friendly advice
  • Comprehensive Estate Planning services
  • Tailor-made legal solutions
  • Ongoing relationships
  • Free Reviews.

The information on this website is for use of residents of the UK only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.