Profile Overview:

Owen Kelly is a seasoned financial planning lawyer based in London, specializing in estate planning, asset management, and tax efficiency strategies for high-net-worth individuals and business owners. With more than 15 years of legal and financial expertise, Owen provides clients with holistic legal services designed to protect and grow their wealth. His focus is on creating legally sound strategies that align with long-term financial goals, ensuring that clients’ assets are safeguarded for future generations and that they can navigate the complexities of the UK tax system effectively.

Areas of Expertise:

Estate and Inheritance Tax Planning: Ensuring clients minimize inheritance taxes and maximize the wealth passed on to heirs.
Wealth Preservation: Developing strategies for long-term wealth preservation through trusts, investment structures, and asset protection.
Family Trusts: Setting up and managing family trusts to protect wealth and ensure financial stability for future generations.
Business Continuity Planning: Helping business owners transition their companies to heirs or third parties while minimizing tax liabilities.
Charitable Giving Strategies: Advising clients on how to maximize the impact of their philanthropic efforts through tax-efficient charitable giving plans.

Why Work with Me:

I am passionate about helping clients protect and grow their wealth while ensuring they are compliant with all legal and financial regulations. By providing bespoke financial solutions, I tailor my services to meet the unique needs of each client, ensuring they are prepared for both present financial challenges and future opportunities.

Testimonials:

"Owen’s in-depth knowledge of UK tax law helped me save significantly on my estate tax planning. His guidance has been invaluable." – Mary H., Entrepreneur

"Owen guided us through setting up a family trust and helped us manage our assets for the long term. We are grateful for his expert advice." – Daniel L., Business Owner

Availability:

Available for estate planning consultations, tax strategy sessions, and long-term financial planning. Flexible working hours and virtual consultations for clients across the UK.

---Hourly Rate: £120–£300