Bloodline Planning

How Can I Protect My Children’s Inheritance?  Or more commonly known as “Bloodline Planning”

We work hard for our money, so it’s only natural that we want as much of it as possible to go to who we choose – that’s where bloodline planning can help.

With a plan in place you can ensure that your money and assets reach your loved ones, and remain intact even through potential ‘attacks’ such as divorce settlements, creditors and taxation. This is achieved as the assets are not distributed to the beneficiaries “absolutely”, so they are not considered as part of the beneficiary’s estate.

With the strategic use of Trusts, Countrywide Legal Services can ensure that your loved ones, children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets from being lost to the costs of Long Term Care. When reviewing your bloodline plan it is also the perfect time to ensure that you have Lasting Powers of Attorney (LPA) documents in place, so that others can help you with decisions regarding your health and wealth, if and when you are no longer capable of doing so for yourself.

Future-proof Your Finances

We don’t know what he future holds, it could be children, divorce, ill health with care requirements, re-marriage or something you haven’t event considered – let us help you to ‘future-proof’ your finances by:

  • Utilising Trusts for Bloodline Planning
  • Asset Planning in your lifetime
  • Access to protected assets
  • Discretionary Trusts
  • Life Interest / Interest In Possession Trusts

Other services Countrywide offer:

Accountancy services for small to medium sized businesses

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