Estate Planning

Why allow your home and hard earned assets to be lost, when some simple planning will ensure that they are fully protected so that your loved ones receive their rightful inheritance.

How can I protect my children’s inheritance?

More commonly known as “Bloodline Planning”

Bloodline Planning is ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands!

When assets are distributed to beneficiaries “absolutely” (ie. they receive cash, property or other assets as a direct lump sum payment) so much can be lost. These assets are then considered to be part of the beneficiary’s estate and would be at risk of attack from and future divorce settlements, creditors and taxation.

With the strategic use of trusts we can ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets.

Have you considered what might happen if your surviving spouse were to remarry? How would this affect your own children if he/she later changed their will in favour of the new spouse and any subsequent children?

Or for those of you who have already have children from a previous marriage how do you ensure that they would get their fair share?

Do you really want to leave it all to chance, when our professional help to set up the correct type of planning all these problems can be solved?

Our expertise will ensure that your assets are both fully protected from attack and immediately available to your loved ones after you are gone.

The Financial Conduct Authority does not regulate on taxation, trust advice or will writing.