The team at Family Estate Planning in Wokingham are here to safeguard your hard-earned assets for you and your family, using proven estate planning strategies.
We’ll assess your current situation, answer your questions and provide you with peace of mind for the future while helping you plan for any Inheritance Tax liability.
Our estate planning solutions are tailor-made to suit every set of personal circumstances.
Looking after you, your family, and the generations to follow.
Protecting your inheritance for future generations is commonly referred to as ‘bloodline planning’.
Without the correct Bloodline planning some, or all of your children’s or grandchildren’s (bloodline’s) inheritance could be lost.
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”, (i.e. 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 any future divorce settlements, creditors and taxation.
Making sure your children and grandchildren will benefit.
The strategic use of trusts 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 from being lost to the costs of long term care.
If you’re serious about preserving your assets for future generations we can help you through the process with our integrated estate planning solutions.
