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Omni Lifetime Planning specialise in setting up trusts within wills for various purposes. Some of these could be:
To control and protect family assets.
To protect your home.
When someone's too young to handle their affairs.
When someone can't handle their affairs because they're incapacitated.
To protect assets while you're still alive.
To protect assets when you die (a 'will trust').
For instance a Protective Property Trust will prevent the value of your home being taken into account should you be assessed on your ability to pay long term care fees.
It will also protect against 'sideways disinheritance' should one partner re-marry after the death of their spouse.
An alternative to gifting is to consider using a trust which enables you to make a gift yet delay when the money is distributed. This allows you to stay in control of how and when money might be distributed.
With careful planning, you can have the access and control of the money you need to maintain your required standard of living, at the same time as providing for your loved ones and reducing the IHT liability on your estate.
Contact us today to discuss your will and setting up trusts to see how we can protect your loved ones.
Our experienced advisers offer a comprehensive range of estate planning services, tailored to your particular requirements. Click on the images below to find out more about the services we provide.