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Family Inheritance Plan

What is it? A more complex Will providing the same security as the Basic Will Plan and extending that security to all assets, including your home, investments and business assets. This Plan includes not only the preparation of the appropriate Will Trust, but also, for persons who jointly own their home, the creation of a tenancy in common to make sure that the Plan itself is fully effective.

Who will benefit? Persons with substantial assets made up of their home and investments. Also persons who may have an interest in a family business or farm and who are concerned about protecting their wealth against inheritance tax (IHT). Persons who wish to provide maximum flexibility and security for their chosen beneficiaries. This Plan is also helpful to those who may be in a second family situation as outlined under the Wealth Preservation Plan, or if they have any beneficiary who is under a disability.

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Jane Barlow is a member of STEP and is bound by the STEP Code for Will Preparation

Jane Barlow is a Fellow of the Chartered Institute of Legal Executives, whose members are independently regulated by CILEx Regulation.

Suite 3
Camelot Court
Alverton Street
Penzance
Cornwall TR18 2QN

Tel 01736 351226


Peat House
Newham Road
Truro
Cornwall TR1 2DP

Tel 01872 276116

Fax 01872 222172
advice@jbwills.co.uk


post@rrlcornwall.co.uk