Trust trusts for peace of mind and to protect family

TRUSTS can be useful as part of estate planning, in conjunction with wills and lasting powers of attorney.

There are many reasons to set up trusts:

• To protect loved ones who may not be old enough or have the capacity to manage their inheritance.

• Minimise threats against your estate, including beneficiaries going bankrupt, divorcing, partners remarrying, care costs and maybe even from unscrupulous members of an extended family.

• Retain more of your assets for future generations.

• Trusts can be used to legally mitigate inheritance tax, capital gains tax and/or income tax.

• Trusts can limit potential family conflict after you have gone.

• Trusts will add privacy in the distribution of assets.

Templar Planning is based in Church Street, Caversham.

We offer free, no obligation estate planning consultations. These can be done remotely via email, telephone and/or video call or face to face in our office (near Waitrose) or at another location convenient to you.

Please get in touch and let us do all the hard work to put your mind at ease and protect your family.

Call 0118 948 4381 or email info@templarestateplanning.co.uk or visit www.templarestateplanning.co.uk