Bloodline Planning

How can I protect my children’s inheritance?

Protecting your inheritance for future generations is commonly referred to as “Bloodline Planning”.

Bloodline Planning is ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands!

When assets are distributed to beneficiaries “absolutely”, (ie. they receive cash, property or other assets as a direct lump sum payment) so much can be lost. These assets are then considered to be part of the beneficiary’s estate and would be at risk of attack from any future divorce settlements, creditors and taxation.

The strategic use of Trusts can ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets from being lost to the costs of Long Term Care. Probate Services

Without the correct “Bloodline Planning”...

  • Some, or all of your children’s or grandchildren’s (bloodline’s) inheritance could be lost.

Assets not protected by a Trust face attack from...

  • The Divorce or separation settlements of future generations
  • Creditors or Bankruptcy claims.
  • Further Inheritance Tax bills
  • Distributing assets absolutely to beneficiaries exposes those assets to risk

Get in touch

Why not drop us a line or fill in our very quick enquiry form

Address

Bell Maison Ltd, 7c High Street, Barnet, London EN5 5UE

Phone

020 8275 0669

Email

enquiry@bellmaison.co.uk


Home | About us | Contact us | Site map | Accessibility | Disclaimer | Help |

© 2018 Bell Maison Ltd. All rights reserved. Images designed by Freepik

We use cookies on this website, you can find more information about cookies here.