Legal services for individuals
financial planning advice for private individuals and trusts
We pride ourselves on being independent, highly qualified, experienced, and above all professional.

Financial Planning

Ashton KCJ Financial Planning LLP is an expert provider of impartial financial planning advice for private individuals and trusts.

To visit the Ashton KCJ Financial Planning LLP website, please click here.

Our main expertise lies in:

Retirement planning
Advice in divorce matters; pension sharing orders and attachment orders for all types of pension scheme; including:

  • self invested pensions
  • become drawdown/phased investment
  • pension transfers
  • annuities
  • personal pensions.

Investment portfolios
Advice to trustees and beneficiaries of trusts. Especially in connection with income produced capital growth and cash flow. This includes:

  • OEICs and investment trusts
  • on-shore and off-shore bonds.

We can also advise on existing portfolios that are not part of a trust arrangement, including ISAs and PEPs.

Inheritance tax planning

  • use of off-shore bonds and trusts
  • Family trusts
  • Lifetime transfers and gifts
  • Will planning
  • Life cover.

Protection

  • Critical illness
  • Income protection
  • Whole of life plans
  • Term assurance.

Ashton KCJ Financial Planning LLP is a separate legal entity to Ashton KCJ Solicitors in which the partners of Ashton KCJ have a financial interest. Ashton KCJ Financial Planning LLP is an appointed representative of PB Financial Planning Ltd, which is authorised and regulated by the Financial Services Authority and not by the Solicitors Regulatory Authority.