Asset Protection & Later Life Planning

We can help you plan for today and the future, and advise you on how to make sure your assets go where you want them to. This might take the form of Care Home Fees advice and planning, or Inheritance Tax advice — these are just two examples of how we can help.

Our fees

• Inheritance Tax planning — from £1,000 + VAT for an IHT report
• Care Fees advice, Asset Protection & Lifetime Trusts advice — from £1,000 + VAT, including an initial meeting and follow-up report
• Single Trust — from £1,500 + VAT
• Two Trusts for a couple — from £2,000 + VAT

Land Registry fees and other disbursements may apply where a trust receives property. See our full fees page for details.