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Wills_Estate_planning

How Can I Protect My Children’s Inheritance?

Or more commonly known as “Bloodline Planning”. Custodis ensures that Bloodline Planning is carefully and effectively carried out - 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 is at risk of being 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, our team at Custodis Limited 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.

Preventing Risks

Our team understands that you don't really want to leave it all to chance, when with our professional help in setting up the correct type of planning all these problems can be solved and avoided.

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

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T:  01225 580707

"I felt that I had to put into writing how delighted myself and my wife were on all the help, guidance and advice that you gave to us concerning our needs for a Will. You explained everything clearly and precisely and made what could have been very complicated extremely simple and we thank you for that. We feel vey happy at our final decisions and it has given us great peace of mind. Also it was really convenient for us that you were able to come to our house in the evenings at a time suitable to us, this made the whole experience easy and relaxing."

A. Goodridge, Bath

"Having taken 20 years to make a will I found Mr. Phillips to have a very professional and understanding approach. I felt very much at ease and would recommend him to anyone."

J. Taylor, Exeter