We’re delighted to be partnering up with AVN to help partner clients get a higher quality of Will & Trust planning to protect their families.
Qualified, conflict-free advice, supported by industry-leading Kinvault handover platform.
Free Will reviews and Wills & Trusts advice
Whether there is a Will in place or not, we’re offering advice to all AVN partner clients totally free of charge.
If there is an existing Will, we’ll check it over and give you our thoughts.
If you want to write your Will, we’ll give you bespoke advice on what you might need.
Kinherit for advisers
We are a financial adviser-focussed firm, which means that we are set up to provide advice and customer-service in a way that is fully complementary to the regulated advice being given.
Please rest assured also that an introduction to Kinherit will fully satisfy the new FCA Consumer Duty regulations, as we
(i) ONLY use STEP qualified advisers to provide advice, and
(ii) have an industry-leading technology platform for client management.
Why your clients can trust Kinherit
We’re STEP-qualified Will & Trust experts
We only hire lawyers who train and qualify with the Society of Trust & Estate Practitioners, so you can be sure you’re speaking to someone who is capable of giving you the right advice.
We’re recommended by financial advisers
The majority of our business comes from independent financial advisers, who trust us to provide their clients with quality, tailored advice rather than an ‘off-the-shelf’ option.
We’re very thorough and can advise across the board
We’ll take the time to ask you lots of questions so we can fully understand your situation and explain all the legal options available to you.
Making an introduction
- Email avnintro@kinherit.co.uk
- Copy in your client
- Include the client telephone number (critical!)
Example email template:
Dear Kinherit,
I would like to introduce Mr John Smith (tel: 07 XXXXXXX) for a Will-review / Will-discussion.
He has just completed his mortgage with us and would appreciate an independent opinion on his wider planning.
I will leave you to connect directly.
Kind regards,
Mr Adviser
Want to find out more? CPD available…
If you are interested in understanding some of the topics in more detail, note that we offer advisers CPD-eligible sessions covering a range of topics:
- Wills & Trusts
- Business Relief and Care Fees
- Dream home – what happens when you die?
- Trust Registration
- Sideways disinheritance
See kinherit.co.uk/CPD for more information
Our technology goes further to protect your family
Kinherit isn’t an ordinary Will-writer… it is a to-death planning partner. Our revolutionary Kinvault handover platform helps you organise your affairs in life and hands over key financial and legal information when it is needed. The result is clarity of what will happen, reduced distress for your family, and much faster process.
About Kinherit
Why you need more than a Will
Our revolutionary Kinvault
What our clients say about us
Few decisions are as easy as recommending kinherit. A world-class and industry-changing firm.
EM, IFA partner
Changing my parents Will should save my kids £400k. I thought - people should know about this!
Richard, Co-founder
Wow what an incredible company! Bringing Will-Writing kicking and screaming into the 21st century.
SK, Employee Benefit partner
I have £104k to leave my daughter. I don’t want her marrying an idiot and losing half to divorce.
GH, Will & Trust customer
Our solicitor spent years messing up probate before we realised there were far better options.
JS, probate advisory customer
It gives me peace of mind to know someone will be there to make it happen when the time comes.
AT, Will & Trust customer
I highly recommend kinherit. It must be done, and you may as well do it with the best.
EP, Customer
I had lots of questions, but was blown away with the service. The additional options are amazing.
AR, Customer
Knowing my guardians, etc know their responsibilities is a real weight off my mind.
PW, Customer
All the information needed if I die is in one place, and the key people know what to do.
JT, Customer
A simple statement showing the whole picture is brilliant. Truly holistic.
JK, IFA partner
Clear statement of assets will speed up probate, and feedback is nothing but positive.
ZH, IFA partner
Your team was faultless beginning to end. Credit to you.
TB, Customer
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