Estate Planning & Trusts

The number of estates paying inheritance tax is increasing. The good news is that we can help you plan to minimise or avoid altogether potential charges to inheritance tax. We take time and care to understand you and your family’s wishes and aspirations. We offer advice that is specifically tailored to you. We understand the importance of assets protection and will provide practical guidance as to how to ensure your legacies are enjoyed by the beneficiaries you choose.

When a loved one dies, dealing with their estate is just one of the things you may have to deal with. We can assist you with all matters relating to their estate, whatever the size. We guide you through every step to ensure that the estates affairs are brought up to date and settled appropriately.

If required, we can offer guidance on minimising or avoiding inheritance tax post death.

Effective inheritance tax and estate planning can often be achieved through the effective use of trusts. Trusts can be used to protect family wealth from inheritance tax charges and unintended beneficiaries. We offer personal advice and guidance on how trusts can be used to help protect your family wealth and provide security for future generations.

Estate Planning & Trusts

From cradle to grave; we have an expert team to help you and your family with all aspects of tax planning to help ensure you can make the most of what you have now and provide security for future generations.

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Personal Tax Planning

Our specialist tax team can help you with all aspects of your tax affairs, be it business or personal. From day to day compliance and returns to advice and planning we have the solutions for you.

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Retirement Planning

We work alongside our own independent financial services company to ensure that you have a complete solution to your retirement planning needs

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Self Assessment

We can take away the worries of complying with self assessment by ensuring that your returns are accurate and filed on time and provide you with the peace of mind that you are paying no more tax than you should.

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Tax and Personal Savings & Investments

We can help you understand the complex rules of the taxation of savings and investments to ensure a complete solution to your investment and savings planning.

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    UPDATED KEY GUIDES – JANUARY 2020 KEY GUIDES UPDATED KEY GUIDES – JANUARY 2020 Here are the latest Updated Key Guides; we have reviewed all of the Key Guides for relevant developments, some have not needed amending but here are the Nine Updated Key Guides for your information and guidance.  Contact us if you need […]
  • IHT Planning

    The need for IHT Planning is highlighted by record tax receipts. With the current revelations about offshore trusts, tax havens and the disclosures about our political leaders tax affairs you may think that tax planning is all but dead and gone.  This is certainly not the case, some sensible steps based on sound, legitimate and […]
  • ICAEW approves KSK for probate work

    1st February 2016 The Institute of Chartered Accountants in England and Wales (ICAEW) has licensed Keens Shay Keens Ltd Chartered Accountants to carry out probate work. As one of the regions leading independent practices we are proud to be one of the first accountancy firms in Bedfordshire to become licensed by the ICAEW as an […]