Will Your Children Inherit Your Home?
Do you fear they might not? Would you like to do something about it?
THEN TALK TO US NOW!
Our focus is to build long-term relationships with our customers and to help them make the right, well-thought-out decisions to protect their assets
About The Company
Our aims are to protect the assets of the over 60’s, of which I am one. My policy is to always give a friendly, personal service, with no rush, giving you, my clients, the best possible advice in plain English.
David Richardson, Director
Protecting your assets...
We can help you protect your asests whilst you retain enjoyment of them, during your lifetime and for your children and grandchildren
Asset Protection Trust
You may wish to protect your cash savings, your shares, your buy to let properties, and perhaps other items, in addition to your home.
An Asset Protection Trust is basically the same as a Home Protection Trust and can protect all of these things.
Home Protection Package
To fully cover you for whatever may happen in the future. You will need an up to date will to compliments your Trust, and Lasting Powers of Attorney to protect you if you should lose mental capacity in the future.
Order a Home Protection Package from us and receive a good package discount.
Home Protection Trust
A home Protection Trust gives you the Ultimate protection for your home from ALL unforeseen eventualities and many more benefits. We even give a written money back guarantee that you won’t lose your home for any unforeseen circumstances or from a claim by a family member under the 1975 inheritance act.
You have probably worked hard all your life to buy your own home and have a good retirement. NOW is the time to protect it.
FREE Legal Services Clinics
We hold FREE Legal Services Clinics in different towns each month in Plymouth, Exeter and Taunton where anyone can drop in to discuss their worries and get advice on any matter that we specialise in.
Please phone us on 0800 014 8031 to find out if there is a clinic being held near to you.
All advice is given completely free of charge and without obligation.
There are many threats to personal wealth and the family home. Relationships are more complicated today and so sitting down and planning helps preserve your assets at the right time; when you still have them!
Controlling your assets now gives peace of mind and a surety that you are looking after your family and loved ones in the future.
In most cases we offer interest free (0%) terms to pay for almost any service, and for Trusts we will agree a reasonable deposit followed by 24 monthly payments at 0% interest. Please contact us for more details.
Probate and Estate Management
When someone dies, we recommend that the executors of the will contact us to get our FREE advice. Probate might or might not be needed.
Legal Document Storage
Whether you’re a law firm or an individual customer, it’s imperative that wills and other legal documents are securely stored and easily accessible.
We offer an Inheritance tax mitigation service and can often reduce the inheritance tax liability on an estate or even remove it altogether.
Living Wills (Medical Directive)
Making a living will enables your wishes to be taken into account by the medical staff in charge of your treatment.