ESTATE PLANNING
Many people wish to preserve their estate AND to pass it on to children and grandchildren and a Flexible Protection Trust in your Will ensures that for couples; 50% of their joint estate can potentially be protected against certain risks.
You have a guaranteed right of occupation but upon death, the property passes to your family via the trust and it is a good solution - particularly for the elderly. A better and more comprehensive solution involves putting the home into a Lifetime Family Trust now but you still have the same security as a FPT.
Importantly, it avoids the risks of your inheritance being subject to future problems e.g. your children going through Divorce or Bankruptcy or if a child dies before the parent.
A LFT is neutral for Tax purposes but also offers significant savings with Probate.
Inheritance Tax Advice
There are other solutions available for people who are concerned with potential Inheritance Tax problems. We offer a no-obligation chat with specialist Solicitors who offer our clients a bespoke service.
To guide you carefully through the whole process, we will visit you at a time and place of your choosing within the Thames Valley and South of England
Making Payments
To make a payment online please use the following details:
County Douglas Ltd
Sort Code 08-71-99
Account number 01577798
Please quote your client reference number or Surname with all payments.
A full Tariff and Terms & Conditions are available here and upon request.
We are pleased to offer 10% discount for NHS and Emergency Services Staff.