The Solutions and how to get yours!
“It's not knowledge that keeps you ahead, it's what you do with it that counts ”
Fortunately, there are a number of legal methods we can use to protect your FAMILY and your ASSETS.
We will probably need to alter the ownership of several items you curently have. You will still have control of them, and benefit from them while you are alive but when the time has come our 'clever pieces of paper' will come into force and act as a 'Treasure Chest', protecting everything from all comers.
Currently you probably own your property as 'Joint Tenants', this means you both own 100%. This has a danger and we will advise changing it to 'Tenants in Common'. This will give you both 50% ownership each. You still own and benefit from the Home but have just taken the first step towards protecting yourself in old age. A Local Authority cannot make a charge against 'half a house'. Half a property is deemed as having no value!
Please download your £50 Discount Voucher before clicking the button below.
'Clever Papers' for your 'Treasure Chest'
- Solution 1 -
Inheritance tax (IHT)–by using several 'clever pieces of paper' we can put many of your assets into your Treasure Chest and out of the reach of the Taxman.
- Solution 2 -
Marriage After Death (MAD) – by using another 'clever piece of paper' we can put many more of your assets into your Treasure Chest and out of the control of a widowed spouse's partner should they remarry and then go on to divorce.
- Solution 3 -
Long term care costs– as mentioned earlier, we will use a 'clever piece of paper to change the ownership percentages of the Family Home and protect it against claims from Local Authorities.
- Solution 4 -
Bloodline issues – Another clever piece of paper will put your Assets somewhere your heirs can gain access to them and benefit from them whilst protecting them from the MANY risks they would incur normally. This also prevents IHT being charged twice on your money.
- Solution 5 -
Death in service, life assurance and pension benefits – We can arrange for these to be available for any one and any purpose whilst keeping their value out of your estate for Tax purposes, another clever piece of paper required here!
To make a start on your Asset Protection Strategy simply send me a quick request. Click the Submit button below and complete the short enquiry form that it opens.
For urgent enquiries please call me on 07831 629 483