Category Archives: Trusts

Take early action to reduce the risk to family wealth from Care Home fees

Take early action to reduce the risk to family wealth from Care Home fees Those who fund their own care pay hundreds of pounds more a week than state-funded residents.  This typically results in family's assets having to find £10,000 more a year than a Local Authority pays.  This occurs because of the bargaining power…
Read more

Top 7 Ways of Protecting Family Assets

Top 7 Ways of Protecting Family Assets 1. Use a Lifetime Trust to protect your family's Assets from Care Home Fees. 2. Use a Lifetime Trust to protect your family's Assets from Re-marriage. 3. Use a Lifetime Trust to protect your family's Assets from Divorce 4. Use a Lifetime Trust to protect your family's Assets…
Read more

Most people do not budget for future Care

Most people do not budget for future Care The majority of people aged over 55 have not budgeted for their future care needs but have spent money from their pension pot early, research reveals. A Citizens Advice poll British people aged over 55 who had taken money early from their pensions, found that only one…
Read more

How To Avoid Disinheriting Your Children

How a Trust can protect your children from becoming disinherited Recently in the News is the distressing story of Linda Bellingham's two sons in a dispute over her Will with her surviving husband. The exact details of the Will itself have not yet been made public but there are some clear lessons which people wanting…
Read more