Utilising Trusts for Bloodline Planning
The correct use of Trusts provides protection and control of your Assets

As detailed elsewhere on this site, your children and grandchildren’s future inheritance can be at risk from several threats.
Taxation is one, but inheritances can be impacted by several other more emotional issues such as Care Costs, where an Estate can be reduced significantly in value to pay for these costs.
Family homes may have to be sold, and income and investments drained, seriously reducing any subsequent inheritance.
Family circumstances can also be a concern. It may be that there are some family members you would wish to benefit and some that you wouldn’t. A classic scenario would be an individual who has married into the family, but you wouldn’t want to benefit from your Estate.
Similarly, if an individual inherits assets but then is later subject to bankruptcy proceedings, or has creditors liabilities, then the whole inheritance could be at risk.
The correct Trusts can provide the protection and control of your assets from those risks noted above. This protection can extend from the family home, to investment products and a business that you have a shareholding in or own outright.
A standard Mirror Will doesn’t protect your Assets, effective Estate Planning affords Asset Protection for generations to come.
Solicitors ask you how you want your Asset Planning prepared… they don’t “advise you” on how it should be structured to best meet your needs, now and into the future.
On your demise, would you want your personal affairs, including the value of your estate, who the Beneficiaries of your Estate are, the amounts they will receive, who you may have deliberately excluded an inheritance, etc, to be made public? On your death your Will becomes public record, however, if your Will directs your assets into Trust, this is avoided, as Trusts are not for public record.
Frog Wealth Management work in association with a Tax and Trust Corporation who are Estate Planning Specialists, not general practicing High Street Solicitors.