Keep Trust Planning
Andrew Brackenbury
andrew@keeptrustplanning.com
01865 600341 | 07540 769341
Keeping Your Assets Secure For your Family
At Keep Trust Planning, we pride ourselves on the depth of knowledge, experience, and care our team brings to every client. Our success is driven by a shared passion for helping families safeguard their assets through expert estate planning and trust solutions. Each team member embodies the values that guide our business: honesty, openness, passion, collaboration, and clear communication.
Together, we deliver comprehensive and tailored solutions designed to protect what matters most to our clients.
Scenario
Mrs H in Maidstone was estranged from one of her sons. She asked her solicitor to create a Will so her estranged son didn’t get anything when she died. The solicitor created a Will giving everything to her other son. Under the terms of “Reasonable Provision” her estranged son could have made a claim against the estate and potentially received half of her estate.
Solution
We created a comprehensive Will for Mrs. H that included a provision for a monetary bequest to her estranged son, while also establishing a Trust for her property to benefit her other son. This strategic approach added an additional layer of protection, ensuring that her home would be more likely preserved for her intended beneficiary. Furthermore, we assisted Mrs. H in documenting her wishes clearly by drafting a letter to her trustees and recording a video, which was retained alongside other supporting evidence to reinforce the rationale behind her decisions. This thorough and well-considered planning provided Mrs. H with peace of mind, knowing that her estate was structured in a way that greatly increased the likelihood of her property being passed to the intended heir, securing her legacy with confidence.
Will Writing with Financial Services
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With many years of experience seamlessly integrating Will writing with financial services, I am uniquely positioned to offer a comprehensive and holistic approach to estate planning.
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This blend of expertise allows me to provide clients with tailored solutions that address both their immediate needs and long-term financial security.
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My commitment to service delivery is at the heart of everything we do, and I take pride in leading a team that consistently goes above and beyond to exceed expectations.
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By combining deep industry knowledge with a client-centred approach, we ensure that every family receives the personalised care and attention they deserve, building trust and peace of mind for the future.
Why Should You Engage with Keep Trust Planning?
Many professional advisers fail to recognise the true value of offering comprehensive guidance to their clients, opting instead to simply ‘take instructions’ without providing the necessary advice and insights. This transactional approach often results in clients having inadequate or incomplete documentation, leaving significant gaps in their estate planning and overall asset protection strategies.
In the UK, this lack of personalised, proactive advice can have serious consequences, particularly for beneficiaries. The absence of a well-considered estate plan can lead to unnecessary legal complications, unexpected tax liabilities, or even the complete erosion of family wealth. In some cases, the financial impact on the beneficiaries can be devastating, highlighting the critical importance of proper, informed advice in estate and trust planning. At Keep Trust Planning, we are committed to addressing these challenges head-on by ensuring that every client receives thoughtful, tailored advice that secures their legacy and provides peace of mind for their loved ones.
Our Mission
Keep Trust Planning provides tailored Trust solutions to protect the assets of UK families. Our goal is to secure clients’ legacies through strategic Trust planning, whether within or outside a Will. With our expertise, we safeguard against modern risks, helping families preserve their wealth for future generations.
Our Vision
We aim to be the preferred provider of estate planning products and services. By offering comprehensive, competitively priced solutions, we help clients protect their assets and secure their legacies. Keep Trust Planning aspires to set the standard for excellence, innovation, and client satisfaction in the industry.
Our Values
Honesty and transparency are at the core of our work. We uphold ethical practices, ensuring professionalism and accountability in every aspect of our business. We are committed to clear communication, making complex concepts understandable, and building trust with clients and partners alike.
Andrew Brackenbury
01865 600341 | 07540769341