Will Trusts and Lifetime Planning

Asset planning during your lifetime is an important as making preparations for what may happen to your possessions upon death. Your wealth can include a whole host of funds and objects that you may wish to categorize as;

  • The family home
  • Investment properties (Buy-to-let for example)
  • Banks & Savings accounts
  • Stocks & shares
  • Business or Agricultural interests
  • Jewellery, art or other items of value
  • Pensions
  • Life insurance policies
  • Death in service benefits

 

If you have a will, you may mitigate some of the risk of your desired beneficiaries not receiving the items you would like them to but there are further considerations to make. Mainly, the claims that others may make against your estate i.e.

 

  • HMRC aka The Tax Man
  • The Local Authority (for example, care home fees)
  • Creditors
  • A new partner/spouse

So how can you best protect your assets for the benefit of your loved ones? Our founding partner, BTWC Ltd are able to provide you with a host of Estate Planning solutions to meet your individual needs and example products available include

 

  • Property Protective Trust
  • Flexible Life Interest Trust
  • IHT 2 Year Discretionary Trust
  • Business Trust
  • Disabled Discretionary Trust
  • Family Settlement Asset Trust

We have a national team of dedicated advisers who can tailor our solutions to best suit you and your familys needs. Just give us a call on 01522 500823 or email enquiries@makemeawill.com to discuss your requirements further.

What our customers say:

...the trust has saved the property for the family and ensured that the maximum benefit would be paid by Social Services. Good news and this only proves that forward planning, with the right advice works. Well worth the cost of setting up as it has more than paid off by saving £100k of asset...
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