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
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.
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
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
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
DB Consultancy are committed to providing a full range of services to clients and as part of that commitment we work in association with The Countrywide Tax & Trust Corporation Ltd who offers specialist, bespoke advice in all areas of Estate Planning Read more….
