Do you have a question about your will?  Yes, I have a Question

Two intelligent decisions to preserve your kids' inheritance

Video Blog - How to Protect your House from Care Fees

This is the biggest issue for more mature parents whose kids have flown the nest - how can we save the kids' inheritance from being wiped out by care fees?

When the family home is your main asset, and you want it to be inherited by your children some day, the last thing you want is to worry that your kids may be left with nothing if you end up needing residential care in your old age. Thankfully, for couples, there are two magic tools from your estate planning box of tricks that can cut this issue right down to size: a Declaration of Severance and a Right of Occupation. 

So, click here for a short video tutorial explaining what it's all about.


And if you'd like more specific help with your own situation, just give us a call on 0151 601 5399 or fill in the contact form below and we'll answer your questions.

"We decided to seek advice about estate planning because we wanted to understand how to efficiently protect our assets and pass them safely to our children and grandchildren. We also wanted to put as much help in place for our family as possible, so as to make things as easy as possible for them when the time comes. We liked Gina’s patient and diligent manner in answering our questions and guiding us to the right solutions. Gina explained everything to us with great clarity, making concepts we were unfamiliar with accessible and clear. We particularly liked the fact that Gina came to see us in our own home without our having to make a special request; this is just the way she works. It was so much easier for us to relax and talk freely in the comfort and privacy of our home. Having put the right estate plan in place we feel that we have ticked a big box. This was something we knew we had to get round to. Now it is done and sorted and we don't have to worry about it anymore. We have also gained a clear understanding of the measures that have been put in place and why they are important. "

Matt & Betty R

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