If you die, and your surviving spouse remarries, part or all of your estate might end up benefiting their new spouse and stepchildren instead of your own children. Similarly, if your children divorce or face bankruptcy, the inheritance you intended for them could be reduced or lost to others.
At death, your family’s inheritance can be significantly reduced by Inheritance Tax. For example, if you and your spouse have a total estate of £1,500,000 left to your children, after you both pass away, without proper planning, the Government could take £200,000 in Inheritance Tax.
However, if you and your spouse have a total estate of £1,000,000 and no children, after you both pass away, without proper planning, the Government could take £140,000 in Inheritance Tax.
In the event of you needing long-term care, your estate is eroded and you leave less to your children.
Trust planning can protect your estate from all of the above, in your lifetime and in those of future generations. With our help, you can maximise your savings and enjoy long-term protection and peace of mind.
Looking after the important people in your life
Knowing we are working to look after what matters to you most
Our packages provide protection where you need it most
Putting your affairs in place now helps you in the future
Getting the right package in place provides much needed security
All our clients receive their own dedicated consultant and client relationship manager
