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 Property Protection 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 are concerned about liability to long term care fees (LTC) and 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.

Get in touch with us today for an informal chat: find out
how we can tailor our solution to suit your needs.

  • “May I thank you for the professional and sensitive manner with which you have dealt with the administration of the estate”
    Mrs N.R, Penzance
  • “I would like to thank you so much on behalf of myself and my family for all your kind help and assistance in, what has been for me, a most distressing time.”
    Mr L, Spain
  • “Thank you for sending the latest documentation and for attending to my Will and other related matters in such a professional and efficient way.”
    Mrs R.R, Penzance
  • “My grateful thanks to you for the support provided in dealing with all matters concerning my wife’s estate - you were superb.”
    Mr J, Redruth