River with bluebells in springtime

Wealth Preservation Plan

What is it? A more complex Will providing the same security as the Basic Will Plan and extending that security to assets other than your home, for example, investments. 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? Older, married couples (or registered civil partners) whose assets are made up of the value of their home and investments and who wish to protect the value of their home for their beneficiaries. Also, those persons in a second family situation who now wish to protect their present partner whilst making provision for their own children.

STEP logo
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