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Protecting the Family Jewels

Most of our clients have spent many years growing their wealth through property and investments and we are proud to have played our part in helping them to achieve their goals.

However we find that most people fail to consider how they can protect that wealth both for themselves and for future generations. Maybe you have never considered how easy it could be for your wealth to be quickly eroded by the cost of residential nursing care or inheritance tax.

If you have children from a previous marriage, you may want to ensure that some of your wealth will eventually pass to your own children. This may also be the case if your spouse decided to remarry after your death.

Once your wealth passes to the next generation it could be at risk from more threats;

  • If one of your children has a shaky marriage which ends in separation and divorce, then your wealth could find its way into the hands of your ex-son or daughter-in-law.
  • Your wealth could be taken by creditors if your children cannot repay their personal or business debts.
  • In an extreme case it may even be life threatening to give a large sum of money to a beneficiary who is addicted to drink or drugs.

 However, the good news is that we have developed a solution for our clients who have the foresight and desire to protect their property and investments from these risks.

This solution would allow you to leave a Family Legacy Fund to help future generations with their education, buying a house and retirement planning.

 Obviously you will want to know more, so we have prepared a factsheet which is freely available on request.

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Retirement and Investment Solutions
5 Lancer House, Hussar Court
Hampshire, PO7 7SE

T: 01489 878300
F: 0870 0104883