Client: Married couple aged 62 and 55 with a home in the UK. They have three adult children and want to ensure that their estate is protected for them.
Subtitle
This client had concerns over threats to their inheritance, such as remarriages, divorces, creditors, and other outside claims. They want to retain control of the property whilst ensuring that their children will inherit.
Solution – Lifetime Trust to protect the family home and other valuable assets from potential financial damages. This trust lasts for 125 years but can be extended on request. This provides reassurance that the future generations of their family stay protected.
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