Meet our team

John Kane

MEng (Oxon) DipPFS STEP Affiliate

Estate Planning Consultant

John has over 15 years experience within wealth management, this has highlighted the importance of robust estate planning to him.

Following recent first hand family experience John is keen to help others avoid the pitfalls associated with a lack of professional estate planning.

We know what it’s like to be in your shoes.

You’ve worked hard your whole life, and now you’re on the verge of retirement.

You want to make sure that your family is taken care of—that they’ll have everything they need when you’re gone. But with so much to think about, it can be hard to know where to start. That’s why we built Asset Wealth Protection, a company whose sole aim is to ensure that the people you cherish the most will always be taken care of no matter what happens.

We know you don’t want a cookie-cutter approach that doesn’t take your unique circumstances into account—and we don’t either! That’s why we offer a bespoke service designed specifically for each client’s situation and goals. We listen carefully and work with you every step of the way so that everyone in your family knows exactly what’s going on with their finances, who is handling them, and how best to protect them against risks like inheritance taxes or care costs. And because we’re here for the long haul, we’ll help you find solutions that are sustainable for decades into the future.

The legacy

Gerry Kane started his first Financial Planning business in 1978 and saw his clients’ wealth grow significantly since then. However, as time passed and his clients
started to age, he noticed that their wealth started to disappear due to care costs, inheritance tax, and unintentional losses within the next generation.

In a bid to curb the spate of these losses, he started Asset Wealth Protection, an organisation whose only mission was to preserve the idea and substance of generational wealth. And we’ve been saving families across England ever since.

Although Gerry has retired from the business, his vision remains intact through each of us at Asset Wealth Protection, especially his son, John Kane. As an experienced financial planner with an extensive background in wealth management, John is an expert at helping his clients make informed decisions about their financial futures. Following the recent family experience, John is keen to help others avoid some of the pitfalls associated with a lack of professional estate planning.

What we offer

Wills

A will is a legal document that describes how you want your assets and wealth to be distributed after your death.

Asset protection

Asset Protection goes way beyond finances. It’s all about protecting your family’s assets and wealth for future generations.

Power of attorney

Our Power of Attorney service exists to ensure that you never lose control over your assets.

Probate

If you’ve ever lost a loved one or friend, you know the loss comes with a lot of paperwork to be completed.

Benefits with Asset Wealth Protection

  • Protect your Family Home – Prevent the local authorities from forcing the sale of your home if you require long-term care.

  • Protect your Family – Make sure your Spouse and/or Children receive their inheritance when you die. An inheritance can be accidentally lost through;

    • Marriage After Death
    • Care Costs
    • Divorce
    • Inheritance Tax
    • Creditors & Bankruptcy

  • Protect your children – Make sure your children are cared for by your chosen guardians if they become orphaned.

  • Protect your yourself – Make sure your Spouse and/or Children have the legal authority to manage your financial affairs and make decisions about your medical
    treatment if you can no longer do it for yourself.

  • Protect your parents – Make sure you have the legal authority to manage your parents’ financial affairs and make decisions about their medical treatment if they are no longer able to do this for themselves.

  • Protect your pension – Make sure the Local Authorities cannot force your spouse to liquidate your pension fund to pay for care costs after your death.

  • Deferring CGT on property disposal – Make sure you can defer Capital Gains Tax when transferring additional properties to your adult children.

Testimonials

We generate results for our customers

Professional and Efficient

“John took the time to explain everything to us clearly, answering all questions fully and ensuring we were happy. Everything was so thorough and efficient, he made the whole process so easy. He is a gentleman and a professional, so easy to get on with.”

Mark Buxton

This is what we needed – a caring and knowledgeable expert

“Thank you John – you are a genuine expert. We found you to be kind and patient… driven by the right motivations!”

Mr M Allen

Comfortable and informative experience

“We are very happy with the service we have had, especially as it meant all the paperwork and advice was completed in our own home. We were given very thorough information and had any questions answered there and then. All done in a timely manner.”

Anita Fitter

If you’re looking for expert advice…

“If you’re looking for expert advice look no further than John Kane, I cannot recommend him highly enough.”

Chris Laing

Associates & Trustees

Working in associations with countrywide tax and trust corporation

Countrywide Tax & Trust Corporation Limited is an established legal company, whose Directors are full members of STEP (The Society of Trust and Estate Practitioners). 

In addition to back office, technical support and ongoing professional development, Countrywide Tax and Trust Corporation LTD provide the legal expertise and document drafting solutions that help Asset Wealth Protection implement planning for their clients.

Society of trusts and estate practitioners

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. We work to improve public understanding of the issues families face in this area and promote education and high professional standards among our members.

Asset & Wealth Protection adhere to the STEP Code of Professional Conduct and the STEP Code for Will Preparation.