Lasting Power of Attorney

Case 2 – Mrs Y | Family Probate Trust

Mrs Y settled 50% of her property into a Family Probate Trust in 2011. In 2019, Mrs Y entered long term care. A financial assessment was completed, and the council confirmed that they were taking into

Death Planning

Case 1 – Mr X | Family Investment Probate Trust

Mr X had sold his property and settled the sale proceeds into a Family Investment Probate Trust in 2019. He moved into rented sheltered accommodation following the sale, and six months later in early 2020, he entered long term care following a fall.