Himanshu Lukha, KAL Capital Partners

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KAL Capital Partners
Member of the Chertsey BoB Club
KAL Capital Partners Financial Adviser
43 Berkeley Square

Business Description

KAL Capital Partners is an independent wealth advisory business. We are an appointed representative of Vision Independent Financial Planning, part of an FTSE-250 company. This connectivity means we can offer the tailored service of a boutique whilst leveraging significant resources and partnerships.

Providing independent, clear and unbiased advice is at the heart of what we do. We simply focus on helping our clients identify what’s best for their needs and circumstances. This approach provides our clients with choice and access to every financial solution available.

We focus on corporates and business owners who are looking to grow or protect what they have created, private clients who are serious about financial success or charities seeking a safe pair of hands to manage their limited resources. Increasingly, we are being recognised as a partner for dental, accounting and legal professionals.

We advise private clients in a range of areas including:

·       Retirement planning for private clients

·       Protecting your family and your wealth

·       Tax efficient wealth management

·       Estate/inheritance tax planning

·       Wealth management

·       Mortgages

·       Wills & trusts

We advise business owners in a range of areas including:

·       Protection against risks – shareholder protection, partnership protection, relevant life and key man insurance

·       Tax efficient wealth management

·       Diversifying and enhancing returns on cash sitting on the balance sheet

·       Retirement planning

·       Estate/inheritance tax (IHT) planning – including exits benefitting from entrepreneurs relief and business property relief

·       Commercial lending

·       Employee benefits