Sean Kiani (Inheritance Made Simple)

Company: Inheritance Made Simple

Location/Address: Invictus Group, 9 Clement Mews, 5 RL Stevenson Avenue, Bournemouth BH4 8AU / London W1J 8BA

Postcode(s) Covered: BH, SO, SP, DT, PO, GU, W1J, National

Investment Manager & Estate Planning Specialist for Individuals and Company Directors

With over 28 years of practice across estate planning, personal insolvency advisory and financial planning, this is a practice built for clients whose circumstances require more than a standard will writing service.

Having spent decades guiding individuals and business owners through complex matters of asset protection, business recovery and strategic restructuring, the focus now combines that commercial depth with specialist estate planning and financial guidance delivered through a genuinely independent private office model.

The result is an unusually complete offering: estate planning that is designed around the investment portfolio, and investment management that is structured around the estate. For clients with pensions, property, business interests and family succession considerations, this integrated approach produces materially better outcomes than either discipline can achieve alone.

Areas of particular focus include:

— Inheritance tax planning, including pension IHT exposure from April 2027

— Estate planning for company directors with complex personal financial positions

— Investment management structured around estate and succession objectives

— Lasting Powers of Attorney and Court of Protection matters

— Trust arrangements and family wealth structuring

— Will writing as part of a comprehensive estate plan — not in isolation

To arrange a confidential no-obligation consultation, please contact us directly.

T: +44 7479 739139

E: [email protected]

W: www.inheritancemadesimple.com