A Trust can be an effective way to protect your home and assets
Our estate planning trusts can be flexible, varied and complex, so it is important whether setting up a family trust or an estate planning trust that it is done early, well in advance of the need for protection.
With our associations with Chartered Accountants and Independent Financial Advisors, our bespoke expert advice can guide you through the process, to help choose the right Trust to meet your long-term estate planning strategy in order to achieve your objectives.
Why you need a Trust:
It can provide for your dependents who may not be able to manage their own affairs, such as children, elderly, the disabled, or persons suffering from illness
Preserve your family home and assets against 3rd party claims
Utilise tax allowances for inheritance tax purposes
Avoids going through probate (typically probate can cost between 1.5% to 5% of the value of your estate)
Allows the trustees to manage the property if you no longer have the physical or mental capacity to do so, which could potentially save many thousands of pounds in care home fees
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Mrs Adams had co-habited with her partner for over zo years, she had also put money into the house for home improvements in the past. He died suddenly without a will or children and when Mrs Adams attended his funeral, his sisters told her that by Law they would inherit the house. Mrs Adams was extremely wonted and following advice from two separate solicitors firms, she had given up hope of retaining her home. She then approached Perfect \Vats & Estate Planners, who advised that under the Inheritance (Provision for Family and Independence) Act tgzs she could make a claim and probably retain her home in which she had resided for many years. Perfect Wills through our Associates secured the house in her name and negotiated a very fair and affordable settlement for the two sisters
Mrs Adams - Probate 8 Contentious Probate Matters
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