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.
Most people who put off making a Will do so for a number of reasons, normally they believe that: It is too difficult a task to do. The people they
If you or a loved one are looking into options around care home provision it must feel like there are 101 things to organise. A good Estate Planner can
Information about Trusts – What is a Trust? A Trust is an obligation binding an entity (which can be an individual or a company/corporation) called a Trustee to deal with
If you gift your assets totally (“absolutely” in legal language) on death, they become the full property of the beneficiaries. This means that the assets are unprotected and can
Many clients consider placing their property into an “Asset Protection Trust” such as a Probate Preservation Plus Trust during their lifetime for a variety of reasons. Once the property is
Asset Planning in Your Lifetime Some estate planning can be made while you are alive. Assets could potentially be gifted to beneficiaries before your death. This could prove extremely tax
Life Interest / Interest in Possession Trusts For married couples or civil partnerships the Interest in Possession Trust could be utilised to cater for the residue over and above the
Protect your home from having to be sold to pay for long term care fees. You probably know who you want to leave your home to, but did you know
Excellent service, we would recommend David and Templar estate planning
