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.Learn More
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.Learn More
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Messenger Financial Management : 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.
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.