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Remote company profile

Kept Assets Limited remote work and careers

Pass It On!

Financial
Company overview

About Kept Assets Limited

Kept Assets provide planning and advice on estate preservation and bloodline wealth protection. Writing your Will is just the first step in ensuring that the wealth that you have created remains with your family and/or other chosen beneficiaries. - Wills can be challenged and changed - Re-marriage negates an existing Will - Local authorities are avaricious when care costs need to be covered - Children may choose their future spouse poorly - And then there could be Inheritance Tax We will consider your situation now and advise you on what situations could arise in the future. We will then provide the products and services required to help you: - Protect your assets from outside influence - Direct your wealth to your intended beneficiaries - Mitigate the tax position of your estate We will, where necessary, work in conjunction with other professional firms to introduce regulated products and services to ensure your needs are met.

Purpose

Mission and direction

Kept Assets Limited helps individuals plan and protect estate wealth so it can pass to intended beneficiaries. The business focuses on preserving bloodline wealth, supporting Will writing and estate planning, reducing exposure to challenges, family changes and care fee risks, and helping clients mitigate inheritance tax through tailored planning and access to regulated products and services via trusted professional partners.

How they work

Company values

  • Protection
  • Client Focus
  • Integrity
  • Expertise
  • Flexibility
  • Collaboration