Preservation of Family Asset Plan
We provide a range of services for people looking to protect their assets and plan for care in their retirement, we offer general advice on all these related areas and can put together a comprehensive plan that gives you peace of mind and a tax-efficient financial plan covering:
- Lasting Powers of Attorney
- Building trusts to preserve assets
- e.g. ensuring your partner, children and step-children are protected on your death and receive their share of your estate.
- Advice on Care Home fees
- Preservation of the family home - your home may be at risk from the local authority to pay for fees.
- Equity release
- Should you take out additional finance based on your home? We ill explain the impact on your potential income and what may be left for descendents to inherit.
"Thank you very much for all your help"
"Graham was genuinely interested in doing the best for us"
Book an appointment for a free, no obligation review of your circumstances. Please contact us here.