Protects the family home share for children, with a life interest for the spouse.
A Lasting Power of Attorney (LPA) is a vital legal document that empowers someone...
Protects the family home share for children, with a life interest for the spouse.
Provides occupancy rights post-death, ending on a specified event, for spouse, partner, children, or others.
Creates a capped family fund on first death, providing spouse access to income and capital, repayable on death.
Protects assets for spouse, children, addressing concerns like spendthrift behavior, substance abuse, or disability, with IHT options.
Tax-efficient setup for disabled beneficiaries unable to manage their affairs.
An IPDI life interest trust provides a spouse/partner with income for life. Trustees can make advancements, and assets go to beneficiaries upon the life tenant's death.
Called the 'modern will', it lets trustees advance income and capital, covers all assets, and enables tax planning for the surviving spouse and children.
A BPR trust for business assets gives the spouse income without IPDI, uses death tax benefits, and passes assets tax-free to children, with tax laws subject to change.
At First Choice Heritage Will Writing Services, we offer compassionate funeral services with personalized memorials, planning, and legal support.
Contact us to schedule an appointment and begin securing your future with First Choice Heritage Will Writing Services.
