Preserve the legacy and the relationship
Retain AUM. Build family trust. Stay in the loop.
Wealth is multi-generational. Your client relationships can be too.
Partnership with Kinherit helps you build stronger client connections across generations. We’re already working with more than 4,000 advisers across the UK. Here’s why.
Partnership that extends your relationships
We help advisers provide a broader and more stable service to clients and their families. Not just in life, but also at time of death or incapacitation when it’s most critical you’re there to support.
Our estate planning process creates space to engage the next generation early
Our bereavement team supports families when the time comes, including reintroducing you
The Kinvault handover platform allows you to retain continuity during probate
Professionalism you can trust
We adhere to the gold standards in Will and trust planning.
Every Kinherit adviser is employed by us (in other words, not a freelancer) and STEP-qualified or actively working towards it. We’re also an affiliate of the FCA’s Consumer Duty Alliance.
We provide flat and transparent pricing, with no surprises and no upselling.
And we never write ourselves in as executors — something many Will writers do that is a clear conflict of interest — meaning your clients stay in control.
Seamless for you. Supportive for them.
We work compassionately and professionally, always reflecting well on the adviser who made the introduction.
You get
Your clients get
Want to find out more?
Contact us to find out more about the support we can provide, including CPD training sessions, or just to have a chat.