Estate Planning the Silver Lining way. »

Make sure your assets end up in the hands of those you intend.

Estate Planning is really just an extension of Will Writing, and aims to use certain measures to protect your assets after you have gone.

You can protect against:

  • Inheritance Tax
  • Long Term Care Fees
  • Remarriage and subsequent squandering of assets by a surviving spouse
  • Loss of assets by immature dependants

and many other situations.

Estate planning normally makes use of trusts in your Will to protect your assets. The problem is that if you leave your assets directly to another person (we call this ‘absolutely’) the assets are theirs to do with as they please. Not only that, when it comes to calculations for Inheritance Tax, Care Home Fees or a future divorce, those assets are calculated as belonging to that person.

We have listed the possibilities here (at left) to try and give you a full picture of what the right Will can do for you. Much of this may be completely new to you. But don’t worry, simply allow one our consultants to visit you and they will be happy to explain how these services relate to your own individual estate.

So which kind of trust is right for you? A simple meeting with one of our consultants will cut through the jargon and indicate the best options for you. Any of the trust shown on the may apply to your situation. Have a browse or call us today on 0800 0934299.

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"Let us take the worry out of making a Will. One of our Estate Planning consultants can visit you in the comfort of your own home – with us there is no pressure and no hard sell."