There are many ways to lose the assets you’ve built up in life through no fault of your own. You may not have thought about Inheritance Tax and care home fees but these are two of them. Years of experience advising clients on Will planning and property issues has shown us that most people don’t know just how much of an impact Inheritance Tax and care fees can have.
Physical or mental incapacity can leave your assets vulnerable. Access to bank accounts, the ability to pay bills or make decisions about your finances and property can all be put on hold if you have an illness or sudden accident.
Wealthguard is a tailor-made package to draw awareness to, and plan for, issues which can attack personal assets and family wealth. Combining a Will and a Lasting Power of Attorney together with an annual bulletin* on relevant issues will help ensure you can protect and pass on your wealth.
A small investment in Wealthguard is a huge investment in protecting your wealth.
- Wills
- Lasting Powers of Attorney
- Wealth protection: residential & nursing home fees; Inheritance Tax; re-marriage of surviving spouse / civil partner; property protection trusts
Packages from £500 to £1,000 plus VAT.
*Annual information bulletin is optional and is issued in April for a subscription fee.
