• Welcome to Kassius wills and trusts

    Clarity | Focus | Value


    There are many benefits to using trusts


    Most people hardly ever review their wills as many often become out of date.

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  • Trusts

    We know the importance of drafting robust Wills, Trusts and LPAs.

    The FCA does not regulate will writing and trusts advice.

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Welcome to Kassius

Kassius are boutique independent financial strategists.

By boutique we mean a small company dedicated to building meaningful relationships with our clients, understanding their fears, goals and aspirations by providing a bespoke service. Our clients are not faceless names on a database like so many other firms.

Fiercely independent in two ways. Firstly, Kassius is owned outright by both directors with no outside control, shareholding or influence. We are proudly independent, select the most appropriate provider/service and are not constrained to a host organisation unlike many tied or multi tied offerings.

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services we offer

Will Writing

A will is there to decide what happens to your money, property and possessions when you die.

A will can also help you avoid paying more Inheritance Tax (IHT) than required

Due to the complexity of will writing, it is advisable to seek expert advice to ensure your will is executed the way you want.

Wealth Protection

Trusts are designed to ensure assets (money, investments, land or buildings) you gift are correctly managed the way you want.

There are a number of reasons for setting up a trusts, and different types of trusts are taxed differently. including

  • To control and protect family assests
  • When someone’s too young to handle their affairs
  • To pass on assets while you’re still alive

Bloodline Asset Retention

In today’s complex world consisting of many relationships, Bloodline Asset Retention is a legal means by which you can ensure your assets (gifts, money, investments, land or buildings etc.) are retained for generations within your descendent blood line

For example, were an individual devoices and remarries, they will usually wish for any gifts or assets to remain within their family tree, and not be passed onto step children, or a former spouse’s partner.

If you have any querry for related investment... We are available

Simply call: 020 8445 0246 or

complete an enquiry form.