Wills & Estate Planning Advice
The Templar Estate Planning news and articles section is here to help you with your Will and estate planning – both to answer questions and to make you aware of things to think about. Drop us a line if there is anything missing that you would like to know about.
Better still, call us on 0118 948 4381 and we will talk you through anything you are not sure about.
Information about Trusts – what is a Trust?
Information about Trusts – What is a Trust? A Trust is an obligation binding an entity (which can be an
Protect your children’s inheritance from Creditors on Bankruptcy and Insolvency.
If you gift your assets totally (“absolutely” in legal language) on death, they become the full property of the
Access equity from a property in Trust UK
Many clients consider placing their property into an “Asset Protection Trust” such as a Probate Preservation Plus Trust during their
Protect your assets
Asset Planning in Your Lifetime Some estate planning can be made while you are alive. Assets could potentially be gifted
Assets above the Nil Rate Band NRB
Life Interest / Interest in Possession Trusts For married couples or civil partnerships the Interest in Possession Trust could be
Protection from long term care fees
Protect your home from having to be sold to pay for long term care fees. You probably know who you
Changes or events in your life that will impact your Will and Estate Planning
“Change is good” is a phrase used by many people, but it can also be something that can cause great
Marriage after death – protect your children’s inheritance
In the run of things, it is normal that you would want your estate to pass to your spouse and
The threat to your estate if your beneficiaries get divorced
This is not something that anyone necessarily wants to think about, but in life we need to plan ahead
Excellent service, we would recommend David and Templar estate planning
spoke to a lady called Claire who was very helpful, and went through the process with me over the phone ,then booked an appointment to go in and see a gentleman called David, very professional and catered for all I needed for my Will, I was very happy with the service and would recommend to anyone looking to do a will , look into Templar estate Planning.
I was listened to , and felt fully informed of my options .
Both Claire and David have always put me at my ease and I felt confident they would understand and advise on any matters that arose both from making a will and sorting out a LPA.
I got in contact with them as a result of a personal recommendation and am happy to pass this on.