Family Protective Property Trust

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The Family Protective Property Trust (FPPT) is a pre-established Trust designed to be established outside of a Will. It is a comprehensive product that involves the transfer of part or all of a client's Principle Private Residence to the Trustees via Conveyance while the client is still alive. A crucial feature of the FPPT is that the Settlors of the Trust, along with others, are Potential Beneficiaries of the Trust(s), which means they can continue to benefit from it potentially. This means that the FPPT does not reduce the client's genuine Inheritance Tax (IHT) liability.

The FPPT is available for both single clients and couples, and it can significantly reduce the delays and costs associated with Probate, as well as delays and costs related to the Court of Protection. Furthermore, it has the potential to protect assets from various factors such as divorce, creditor claims, means testing for disabled beneficiaries, and care fees.

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Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

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