Family Asset Protection Ltd
Boldon Colliery, Tyne and Wear, NE35 9PF
Family Asset Protection Ltd is an independent estate planning company. We are committed to offering the highest quality estate planning advice and services at an affordable fixed cost.
As we are a member of the Society of Will Writers, it also gives you complete assurance that all work is carried out to the highest standards and covered by £2.5 million of professional indemnity insurance.
We specialise in the following services:
Home Protection Plan - The Home Protection Plan is a strategy designed for homeowners, whether single or couples, usually living on their own, to put the home beyond the reach of contributing to care fees and to achieve one or two other benefits. The strategy involves the transfer of the home to a trust. Under the trust the settlor (donor/transferor) is an interest in possession beneficiary.
Asset Protection Trusts - Asset Protection Trusts or Spousal Bypass Trusts are lifetime trusts that are created whilst you are alive and have numerous uses including lifetime gifting, protection of lump sum proceeds from life assurances, pensions and death in service benefits and can also be used to accept assets gifted via a will.
Additional Services - We can also assist with all other aspects of estate planning including; will writing, will trusts, inheritance tax planning, lasting power of attorney, severance of joint tenancy, pre-paid funeral plans, safe document storage and probate. Please find further info about Our Services on our website.
Our office is located at The Quadrus Centre in Boldon, NE35 9PF. For directions to our office please see our Contact Page.
Get in touch to arrange a free consultation at a time that suits you. We can arrange appointments at your home if you prefer and are happy to see you on evenings and weekends. Phone appointments are also available for those who live outside the North-East of England.
Inheritance tax planning, Asset protection trusts, Will trusts, Pre-paid funeral plans, Home protection plans
See main listing - Family Asset Protection Ltd