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.

What is a mirror will?

Do I need a solicitor to write a Will?

Do I need a solicitor to write a Will? Solicitors will generally take your instructions but not offer any advice. This means they are not advising you so there is no comeback!

Lasting Power of Attorney

Have you created a Powers of attorney?

There may come a time in your life when you are unable to manage your financial affairs or personal welfare. Owing to some form of incapacity. And you will need someone to act on your

Estate Planning with DB Consultancy

Protect your inheritance for future generations

Protecting your inheritance for future generations is commonly referred to as ‘Bloodline Planning’.   Ensuring that your assets reach your children, grandchildren and other relatives, rather than other people. Assets distributed to beneficiaries absolutely can be lost When

What is a mirror will?

Have you made a Will yet?

People put off making a Will for a variety of reasons, either believing that those they would wish to inherit will automatically do so, or because they don’t think it is relevant to them at

Multiple sibling trusts

Why use Multiple Sibling Trusts within a Will?

Leaving assets to a single Trust is a better solution than leaving assets absolutely, but is it the best solution when there are multiple beneficiaries? Multiple Sibling Trusts provides both you and your beneficiaries with

Estate Planning | DB Consultancy

Asset Protection | Are you protected?

Do you have a plan in place to ensure that your wealth passes to the right people at the appropriate time in a manner that provides asset protection and is efficient for tax purposes?  Ferndown

Lasting Power of Attorney

What is a Lasting Power of Attorney?

What is a Lasting Power of Attorney? A document that appoints an attorney (family member or other) to make decisions on your behalf if you become mentally or physically incapacitated.