Kingsley Wealth Management

Are you prepared to protect your estate from unnecessary taxes? Without proper planning, up to 40% of your hard-earned wealth could be lost to inheritance tax. At Kingsley Wealth, we specialise in inheritance tax and estate planning, helping you: ✔️ Minimise tax liabilities. ✔️ Protect assets for your loved ones. ✔️ Create a personalised plan for a tax-efficient legacy. Don’t leave your family’s future to chance. Take control today and ensure your wealth is passed on just as you intended. Start planning with us now: www.kingsleywealth.co.uk #kingsleywealthmanagement #financialplanning #wealthmanagement #inheritancetax #estateplanning

Thank you for trusting us! Here’s what one of our amazing clients shared. #kingsleywealthmanagement #financialplanning #investing #happyclient

Proper estate planning can help you protect more of your wealth for your loved ones. ✅ Consider gifting assets during your lifetime. ✅ Make use of your annual gift allowance (£3,000 per year). ✅ Explore setting up a trust to manage and safeguard assets. Planning now can save your family from unnecessary stress in the future. Let Kingsley Wealth Management guide you in creating a personalised, tax-efficient estate plan. Learn more at www.kingsleywealth.co.uk #kingsleywealthmanagement #financialplanning #wealthmanagement #wealthprotection #tipoftheday

Retirement isn’t just the end of your career. It’s the start of a new chapter in your life. Are you financially prepared to make the most of it? At Kingsley Wealth, we specialise in pensions and retirement planning, offering tailored advice to help you: ✔️ Maximise your pension savings. ✔️ Understand your retirement income options. ✔️ Plan for a secure and fulfilling future. It’s never too early or too late to start planning. Let us help you achieve peace of mind and the retirement you’ve always dreamed of. Learn more and take control of your retirement at www.kingsleywealth.co.uk #kingsleywealthmanagement #financialplanning #wealthmanagement #retirementplanning #pensionadvice

The UK government's recent Autumn Budget 2024 has announced several significant reforms to Inheritance Tax (IHT) that could impact estate planning. These include: Freeze on IHT Nil Rate Bands The IHT nil-rate band (£325,000) and residence nil-rate band (£175,000) will remain frozen until at least 2030 Changes to Reliefs Business Property Relief (BPR) and Agricultural Property Relief (APR) will undergo key changes, limiting the full 100% relief to the first £1m, and reducing it for higher-value assets from April 2026 Unused Pension Funds to be Taxed Starting April 2027, unused pension funds may be subject to IHT, potentially affecting inheritance strategies Read more: https://bit.ly/4fHf4NE Let us help you understand how these changes could impact your financial future. #kingsleywealthmanagement #financialplanning #wealthmanagement #industryupdate #inheritancetax

As we approach the end of 2024, UK investment markets continue to show promising growth despite the challenges of the past year. After a technical recession at the end of 2023, the UK economy has bounced back with a 0.5% rise in GDP since January. This positive economic shift has been supported by a fall in inflation, which dropped to 1.7% from 2.2% in August, thanks to lower airfares and petrol prices. This stable economic environment, paired with ongoing interest rate discussions, has influenced market sentiment, making it a pivotal time for investors. Analysts are particularly watching UK shares like HSBC and British American Tobacco, both showing potential for growth amidst shifting market conditions. For those looking to diversify investments or explore opportunities in the UK market, now is a strategic moment to consider both growth and value stocks. Stay updated on the latest trends and investment strategies with Kingsley Wealth Management. Read more about the UK investment outlook: https://bit.ly/4fLMACn #kingsleywealthmanagement #financialplanning #wealthmanagement #investment #industrynews

We believe in empowering you to achieve your financial dreams. Whether it’s wealth management, retirement planning, or investment advice. We provide tailored solutions that fit your needs. 📩 Contact us today: www.kingsleywealth.co.uk #kingsleywealthmanagement #financialplanning #investing #pensions #mortgages #wealthmanagement

Thanks for the kind words, Mike! #kingsleywealthmanagement #financialplanning #investing #happyclient

Why is estate planning important? Estate planning isn’t just for the ultra-wealthy; it’s essential for everyone who wants to ensure their assets are passed down according to their wishes. Beyond IHT, a well-crafted estate plan can help with minimising taxes, avoiding probate delays, and ensuring that your loved ones are taken care of. A well-structured will, along with setting up power of attorney and considering life insurance, can provide clarity and security for your family’s financial future. Ready to take control of your legacy? Contact us today! #kingsleywealthmanagement #financialplanning #investing #ethical #cashflow #pensions #mortgages #protection #livefortodayplanfortomorrow

Ready to secure your financial goals? Whether you’re planning for retirement, protecting your wealth, or growing your investments, Kingsley Wealth Management is here to guide you every step of the way. Our services include: ✅ Tailored financial advice ✅ Wealth protection strategies ✅ Expert retirement planning ✅ Personalised investment solutions Your future deserves expert care. Get in touch today: www.kingsleywealth.co.uk #kingsleywealthmanagement #financialplanning #investing #cashflow #pensions #mortgages #protection