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Other Services

I can help you with additional products and services to further protect your assets and plan for the future.

Home > Other Services

 

Trusts

Trusts are a valuable and increasingly popular way of ring-fencing your assets and protecting them for future generations. There are many types of trust and I am happy to discuss your needs and match them with the options available. One example is given below: 

Property Protection Trusts (PPT)

A major concern for many older people is that after many years of paying off their mortgage and planning a good inheritance for their children, their home may be ultimately unfairly used to fund care costs in later life. This may happen if you have just made a simple mirror Will.

On first death, your home will default to your surviving partner. If the survivor then goes into Care and no other assets are available to fund Care costs, the Local Authority will means-test 100% of the property value and may request sale of the property.

A Protective Property Trust (PPT) can help you protect your share of the home and ensure that it is passed on to the people you care about.

You can undertake to use rental income from the home for example to fund or top up care fees, and this together with the use of the PPT usually means that the main home is not under threat, there is no deprivation of assets accusations and the family home can be passed to intended beneficiaries.

Call 0800 0622 146

Free Initial Consultation and ongoing advice. 

Call us on 0800 0622 146

Good service should never be rushed. I charge for products, not my time and advice. 
My priority is to serve you and ensure you are aware of the options available to protect your assets for generations to come.

 

Probate

Administration and winding up of any Estate involves serious and often complex legal duties and responsibilities.

 

I help process probate in an efficient but compassionate way at this upsetting time. We can help with the paperwork, arrange for valuations, help with property sales and transfers, and arrange tax advice before overseeing the distribution of the estate.


As an Executor, you can call on me to work alongside you in an advisory capacity and I will do all we can to ensure matters are processed efficiently and at a fair cost, typically half that of High Street Solicitors.

Call 0800 0622 146

 

Will Storage

Many clients ask about safe and secure storage for their Wills, as they want to ensure they are not lost, discovered by the wrong people, damaged or tampered with in any way, which could make them invalid. 

 

If your original Will cannot be produced then even if you have a copy, sadly it cannot be legally actioned and becomes inoperable.   

I am pleased to offer safe storage and efficient retrieval facilities. Please ask for further information.

Free Initial Consultation and ongoing advice. 

Call us on 0800 0622 146

I am still available after you have bought products so that you can always come back to double check anything that springs to mind.