Inheritance Planning

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Inheritance planning is a crucial part of anyone's long term financial or retirement plan.

Our Advisers will be able to discuss your estate in detail and ensure your valuable asset's are passed on in the right way. Inheritance planning is key to ensuring your loved ones aren't left with unexpected tax bills or a complicated estate to organise.
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Highly Experienced Advisers

We have extensive experience of estate and asset management to ensure your money is in the right place when that time comes.

Investment Suited To You

Our independent status means we are best positioned to make sure your assets are with the right providers and in the best investments. Long term client relationships are important to us and we want to ensure we look after our clients and their loved ones.

Arrange Your Free Expert Consultation

An initial consultation is available and accessible to all new or potential clients, where we will discuss the services you may require from us. These services include the recommendation, implementation and, most importantly, ongoing review of the best financial/investment plan to suit your individual requirements.
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David Kneale Financial Management Ltd
1 Aalborg Place,
Lancaster, LA1 1BJ
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