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Templar Estate Planning

+441189484381 info@templarestateplanning.co.uk www.templarestateplanning.co.uk

Templar Estate Planning

Specialized Legal Services

+441189484381 info@templarestateplanning.co.uk www.templarestateplanning.co.uk

Church Street, Caversham, RG4 8AX Reading, Berkshire Show map Hide map

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Gallery

Video

There are five main threats to your estate on death; reasons that your assets may be lost and not go fully to who you want them to.

This video cartoon summarises them, but there are separate videos for each:

1. Marriage after death;
2. Divorce of beneficiaries;
3. Long term care costs;
4. Generational inheritance tax ("IHT");
5. Creditors and bankruptcy.

Please watch the other cartoons and contact us via www.templarestateplanning.co.uk for more information and to make an appointment.

When you die your estate may be subject to Inheritance Tax ("IHT"). If you gift your assets absolutely, they then become part of the beneficiaries' estates. If this pushes them over the IHT threshold, further IHT may become payable on the assets you originally passed down. This can reoccur through generations, with more of the estate being gradually eroded by IHT and the tax man.

Templar Estate Planning can advise how the use of trust can reduce or eliminate the risk of generational IHT.

Please contact Templar Estate Planning to learn more and to arrange a free no obligation appointment.

www.templarestateplanning.co.uk

A Lasting Power of Attorney ("LPA" ) is a legal document that lets you (the donor) appoint one or more people (known as attorneys) to help you make decisions or to make decisions on your behalf, particularly if you become incapacitated at a later date or lose mental capacity.

You and your attorneys must be 18 or over and have mental capacity (the ability to make rational decisions) when you make your LPA .

Please contact Templar Estate Planning to learn more and to arrange a free no obligation appointment.

www.templarestateplanning.co.uk

There are a variety of trust and scenarios where trusts can be used within estate planning to protect your assets and preserve them for the use of your family and loved ones.
Templar Estate Planning can explain the different trusts, their uses and pros and cons.
Please have a look at our '5 threats' cartoon video to explain and understand five of the most common threats to your assets and estates on death.
Please contact Templar Estate Planning to learn more and to arrange a free no obligation appointment.

www.templarestateplanning.co.uk

If you gift your assets absolutely on death they become property of the beneficiaries. They can then be taken or attacked from creditors on bankruptcy or IVAs. Templar Estate Planning can advise you how the use of trusts can protect your assets from such threats.

Please contact Templar Estate Planning to learn more and to arrange a free no obligation appointment.

www.templarestateplanning.co.uk

Templar Estate Planning's video explains how, if you gift your assets absolutely on death, a subsequent divorce amongst your children or grandchildren could result in a portion of your estate being taken by the ex-spouse as part of a divorce settlement. This is because you have given your assets absolutely so it forms part of the assets that the judge will share out on divorce.

We can explain how the use of trusts can protect your assets more, to ensure that they cannot be taken by ex-spouses on divorce and retained within your family, for ongoing benefit of your children or grandchildren.

Please contact Templar Estate Planning to learn more and to arrange a free no obligation appointment.

www.templarestateplanning.co.uk

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