Professionally Qualified
Consultants

Here to guide you through all of your estate planning requirements and offering financial advice you can trust.

Will Writing Service

We can provide you with a single or mirror will which will make sure all of your inheritance is handled in accordance with your wishes.

Power of Attorney

Creating a Power of Attorney in advance ensures that if the worst were to happen, you can rest assured that both your financial affairs and personal welfare are in safe hands.

Will
Writing

If you have dependant relatives, own a property, or have any type of asset which you wish a loved one or charity to benefit from then you need to make a will.

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Estate
Planning

Estate planning is an important element of your wealth management strategy, as it allows you to continue to help your loved ones after you're gone.

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Affiliates

We currently work with a large network of financial advisers who trust us to look after their clients estate planning needs.

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Messenger Financial Management : Bloodline Planning

Bloodline Planning

How can I protect my children’s inheritance?

Protecting your inheritance for future generations is commonly referred to as “Bloodline Planning”.

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.

The strategic use of Trusts 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.

Without the correct “Bloodline Planning”...

Some, or all of your children’s or grandchildren’s (bloodline’s) inheritance could be lost.

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.

 

Information Leaflets

We have produced a number of information leaflets which we hope you will find useful.

If you require any more information or you would like a free no obligation consultation then please Click Here to go to our free consultation enquiry form.

Testimonials

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    "James Messenger is very 'user friendly'. A good listener and answers all questions reassuringly. He talks you through the process explaining each stage clearly with no jargon."

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    "James Messenger clearly knows his 'stuff' and instils confidence. Helpful with other 'death related' legal topics. Would recommend."

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    "Good knowledge of products offered by your advisor."