Bloodline
Planning Trusts

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Protect
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Free phone: 0800 612 0558

Bloodline Planning

Bloodline planning ensures that your assets reach your children, grandchildren, and other relatives intact, regardless of marital situations or divorce. Without proper bloodline planning, assets can be considered part of a beneficiary’s estate and are therefore at risk of being lost in divorce settlements, to creditors, or even just through taxation.

Grandfather holding grandaughter's hand

How Can I Protect My Children’s
Inheritance?

Bloodline Planning is ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands.

When assets are distributed to beneficiaries “absolutely”, (ie. they receive cash, property or other assets as a direct lump sum payment) so much can be lost. These assets are then considered to be part of the beneficiary’s estate and would be at risk of attack from any future divorce settlements, creditors and taxation.

With the strategic use of Trusts, Asset Wills Ltd can ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive and at the same time, protect the family home and other assets from being lost to the costs of Long Term Care.

Utilising Trusts For Bloodline Planning.

It has been established that your children / grandchildren’s future inheritance can be at risk from a number of issues. Taxation is one, but inheritances can be impacted from a number of other more emotional issues such as care costs, where an estate can be reduced significantly in value to pay for these costs. Family homes may have to be sold, and income and investments drained seriously reducing any subsequent inheritance.

Family circumstances can also be a concern. It may be that there are some family members you would wish to benefit and some that you wouldn’t. A classic scenario would be an individual who has married into the family but you wouldn’t want to benefit from your estate. Family disputes do occur and divorce and / or remarriage can greatly influence who inherits and by how much. Subsequently, if on inheriting monies, an individual then divorces that same inheritance is at risk. Similarly, if an individual inherits assets but then is later subject to bankruptcy proceedings, or has creditors liabilities, then the whole inheritance could be at risk.

Our expertise will ensure that your assets are both fully protected from attack and immediately available to your loved ones after you are gone.

Assets not protected by a Trust
face attack from -

  • The Divorce or separation settlements of future generations..
  • Creditors or Bankruptcy claims.
  • Further Inheritance Tax bills.
  • Distributing assets absolutely to beneficiaries exposes those assets to risk.

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Free phone: 0800 612 0558