About Us
About
KS Estate Planning
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The business was started by two friends who originally met working for Halifax and then the Bank of Scotland around 25 years ago. Although they left and followed their own individual pathways, they
kept in touch, helping their own clients and then also referring to each other for the services that they had individually specialised in over the past 20 years or so, namely wealth advice (IHT Planning,
Investments, Insurance and specialised Pension Advice) and Will writing (Wills, Trust Wills, LPAs, Asset Trusts etc).
As a business KS Estate Planning, genuinely feels that helping clients to plan and protect the assets accrued after a lifetime of hard work is the way forward; retaining as much as possible, “keeping it
within the family” and ensuring future generations benefit from the hard work that you’ve put in; after all, you’ve worked hard to build up your assets, paid tax through your lifetime, played by the rules, why should you give even more to the State when your children and grandchildren could benefit instead?
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Meet Our Team
Kris Sleeuwenhoek
APFS Cert CII (MP)
Karl Smith
Dip PFS, Certs CII MP and ER
Professional, Qualified, Experienced...
The advisors we have at KS Estate Planning are professional, extremely well qualified and hugely experienced. We continue to grow and learn as individuals with membership of the Chartered Insurance Institute (CII) and ongoing Continuous Professional Development (CPD) being “de rigueur”.
What
our clients say
Really good service, great knowledge and explained in a way that I could understand!!! I’ve already recommended Karl to a friend and he’s been out to see her and her mom and they are also very impressed. He just makes it easy, simple and puts people at ease…thank you!
Mrs B, Pattingham
We have been using the expert and professional services of KS Estate planning to assist us with and advise us on our estate planning. We have built a trusting relationship based on integrity, high standards and attention to our current and future needs and preferences. We now have complete peace of mind regarding our financial and estate plans and can enjoy the benefits of protecting what is important to us.
Dr TMC and SLS – Tamworth
We found Karl, relatable and he explained what felt like complex planning and made it simple, thankyou.
Lee and Amanda Penkridge
We found the service first class and would recommend anyone for help to contact KS Estate Planning to help secure and protect their assets