Protecting my Children’s Inheritance

‘Bloodline Planning’ is the consequence of effective Asset Protection

Google Rating
5.0
Based on 162 reviews
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When assets are distributed to Beneficiaries “absolutely”, (i.e. they receive cash, property or other assets as a direct inheritance) so much can be lost. These assets are then considered to be part of the Beneficiary’s Estate and consequently are at risk of attack from any future divorce settlements, creditors and taxation.

With the strategic use of Trusts, Frog Wealth Management 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, investment property and other assets from being lost to the costs of Long Term Care.

Have you considered what might happen if your surviving spouse were to remarry? How would this affect your own children if he/she later changed their Will in favour of the new spouse and any subsequent children?

Or for those of you who already have children from a previous marriage, how do you ensure that they would get their fair share?

What if your children are very young or have special needs? How can you ensure that they are fully provided for?

There may also be a business you have worked hard to build up. Surely you would want to protect this for your family too?

Do you really want to leave it all to chance, when with our professional help to set up the correct type of planning, all these problems would be solved?

Our expertise will ensure that your assets are both fully protected from attack and immediately available to your loved should the worst happen

Find out more

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Some of our Google Reviews

I have used Frog Financial for several mortgages and cannot recommend them enough. Extremely helpful, professional and efficient and always going above and beyond to make the process as smooth as possible and finding the best options for me. Everyone in the team is brilliant to work with and I will of course be using them for all future mortgages! Sam x
I dealt with Greg to get a mortgage on my first property - he was fantastic, helped educate me on the process as well as coming up with outside of the box solutions, really happy with the service and will 100% use him again in the future.
Tom Evans
Tom Evans
1713279680
An exceptional service given. Everyone we have spoken with has gone above and beyond to help us and answer all questions we have. Can not recommend Frog financial management enough and will be using them again in the future.Helena & Jason
Jason Benn
Jason Benn
1712763206
Greg and the team at Frog Financial have been excellent with finding me a mortgage a couple of years ago and managing the renewal recently. They have been able to find the best deals in the market and provide good options and advice based on our conversations. They are friendly, attentive and responsive and I highly recommend them.
Carl Goodman
Carl Goodman
1712568081
Amazing team could not have done it without them.
Grace Kearns
Grace Kearns
1711487336
Excellent service from Charley on a non-standard building and contents insurance. She was prompt, and knowledgeable, and helped clarify various issues
Phenomenal service. I have and will recommend Frog Financial to everyone. Informative, helpful, great communication, so kind, and we really felt like the whole team cared about us. Took so much of the stress out of the process. We have no doubt that we will use Frog again! 🐸
Elena Prokopiou
Elena Prokopiou
1708805074
Arranged our mortgage deal and building insurance with Frog. They were really helpful throughout the whole process and we would have no hesitation at all recommending to others.
William Oakes
William Oakes
1708085925
Just the best, Greg helped me find a mortgage for my first property when other mortgage brokers couldn't find one to fit my needs. They were great answering any questions I had and helped me a lot throughout the house buying process. Also helped find and set up house insurance. Will be continuing to use them in the future and I highly recommend them.
K.K. Gres
K.K. Gres
1707130758
I was directed to Frog Financial in September 2018 and received excellent financial advice and general guidance. Since then I have requested them to investigate house insurance for me and have always signed up to the suggested policies.I would have no hesitation in suggesting they are approached by my friends to discuss their requirements.
Dave Shirvell
Dave Shirvell
1706109059
Charley was fantastic to work with. She was super efficient, working swiftly to find the best deal and to make it happen. I would be thrilled to recommend her and Frog Financial.
Jackie Samuel
Jackie Samuel
1705480246
The team at Frog did a stellar job of our remortgage, they took the stress out of the process with prompt, friendly and most importantly informative communication which made the whole process a breeze. We would not hesitate Frog to anyone. Thank you!
Lawrence Mills
Lawrence Mills
1705081739
I have been using Craig and Greg for 3 years and I have been very impressed with the service from Frog. The mortgage solutions that I required were fairly unusual and Greg was able to provide a bespoke service to suit my needs.
mark jordan
mark jordan
1704296797
Amazing financial service from Greg and his team.Really friendly, approachable and efficient. No waiting around for anythingGreat knowledge on helping me, they were also very patient and made the experience stress free. I will be recommending them to anyone needing help with mortgage /financial mattersFeel more secure now with help and advice given. Will be back again in 2 years
Amazing service...always a very professional and quick service. Would definitely recommend:)
Clare Over
Clare Over
1702496481
I had a great experience with Frog Financial Management. Right from the start Greg was super reassuring and knowledgeable. As first time buyers we had a lot of questions and the whole team were always on hand to answer them. Greg, Danni and Charley were beyond helpful, always responsive and got everything that we needed sorted out, which added some peace of mind to what can be a scary process!
Alice B
Alice B
1702387954
Frog Financial have been sourcing property finance for me for several years. Always on hand to offer advice in the ever changing and complex world of mortgages! Charley can also source competitive property insurance.
Ben
Ben
1700132135
Craig,Ruth and the team have been fantastic.After a bad experience with another advisor, I contacted Frog.From the start Craig explained exactly how he would apply for the mortgage.My application was not straightforward as I had been Ltd for only one year.Craig, Ruth and the Frog team were extremely persistent at getting me the mortgage and always kept me updated and informed ,even calling out of hours for some reassurance.They are very professional and genuinely nice people, and great at what they do.I cannot recommend them highly enough.
D Farrow
D Farrow
1699305350
Excellent service, very proactive and quick to source our insurance policy renewal options from the market. Would highly recommend them. Charley has been providing great service to us.
Girish BP
Girish BP
1699089350
I’ve used Frog Financial services for nearly 3 years in a row for my home contents insurance. Charley is beyond professional and helpful and is always willing to to go above and beyond with any questions I may have. I would high recommend their services!
AK
AK
1698947412
I have just used frog financial management for equity release. They were helpful and informative. They helped me every step keeping me well informed. Thankyou to all the team, I would definitely recommend them.
Mandy Kent
Mandy Kent
1695728117
I wouldn't go anywhere else for mortgage help than Frog Financial. They are so helpful throughout the whole process and no question is too big or too small for them. I'd recommend them to anyone.
Megan Booth
Megan Booth
1695214306
Couldn’t recommend higher. Fantastic team from beginning to end. Managed to secure me a great mortgage even in these tricky times.
Grace Kearns
Grace Kearns
1693823190
Usually, I am always reluctant in giving out services base on google search as I believe in referrals for certain important & delicate things like getting a mortgage application done perfectly well. However, I will say my opinion has now changed based on the professionalism and way my application was handled at Frog! I am grateful to Craig, Val, and the whole team at Frog- You all have made me realise that a client does not need to be seen face to face before a great client base work can be carried out! Well done for the fantastic job done in getting my mortgage application through, hitch free. I am happy I made the decision to bet on you when my initial broker disappointed me :). I will recommend Frog to friends, family and anyone reading this.
Frog are completely on the ball. They source competitive rates and email us when our insurances need renewing - ensuring year on year that we get the best deal. They have sourced our mortgage for over 6 years and given us financial advice regarding our Wills and life assurance. We wouldn’t be without them. Thank you to Craig, Charlie and the team. You have made a huge difference to reducing our stress with financial worry.
Clare Denny
Clare Denny
1693417647
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Understand more about the considerations needed in preparing effective Asset Protection.

You should choose an Executor to carry out your wishes, and these appointments are stated in your Will. Executors can be Beneficiaries under the Will and often people appoint their spouse, civil partner or children as Executors. Check with your proposed Executors that they are willing to take on this role before naming them in your Will, as it can involve considerable responsibility.

Please see our Making a Will page for a comprehensive understanding of the considerations of appointing and Executor, including using a Professional Executor.

The role of a Guardian is a very important one if you have children. Should you die without making a Will or if you do not appoint Guardians in your Will, your children could be placed in care until the Court appoints official Guardians to look after them. This could take months and would obviously result in distress for your children and other members of your family. Appointing Guardians safeguards against this happening.

Remember to request that your appointed Guardians also make a Will themselves to further safeguard the future of your children.

Please see our Making a Will page for a comprehensive understanding of the considerations of appointing Guardians.

For more informaiton about our professional help setting up the correct type of planning