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.