Family Protection

It’s important to protect your family

The old adage says that you can’t take it with you, so the next best thing is to leave it to your loved ones. Unfortunately, this isProtecting your familyn’t always the case.

The bequests you leave your loved ones can end up in the hands of strangers if they divorce, remarry or find themselves in financial difficulties.

Trust Funds are a great way to help protect your loved ones, ensuring they can be provided for in the future. They can protect your assets, they can guarantee an income for your loved ones providing financial stability for the future.

A Trust Fund can help avoid inheritance tax and/or care home fees, ensuring your money, shares and property are passed on in the most tax efficient way.

For more information on how you can protect your family with a Trust Fund, email Karen or ring 0151 305 2305.