Private wealth

Guide to property protection trust wills

A property protection trust will is a will designed to help protect your property from an assessment to long term care fees. The half share of the family home belonging to the first person to die, passes into the trust. This type of trust is also known as a life interest trust in favour of the survivor which means that they can benefit from the share of the house in the trust during his/her lifetime and on their death the trust fund passes to others, usually children of the family.

Guide to wills

Did you know that if you die without having made will then everything you own could end up going to the state rather than the people you intended to benefit? For example, if you die leaving family members who are financially dependent upon you (such as a spouse or children), it is the law that stipulates who will inherit your estate. This guide covers everything you need to know about a last will and testament.

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