Asset Wealth Preservation
Asset Wealth Preservation

Comparison of Schemes

 

                                  

 Will

 Right Of

Occupancy

 

 Protective Property

Trust

                       

Nil Rate Band

Trust   

 Home 

Protection 

Trust

Cost                                £   120      350 595          595       1700
BENEFITS          
Protects 1/2 House    Yes  Yes  Yes  Yes
Protects 1/2 Estate        Yes  Yes
Protects Full Estate          Yes
Avoids CGT        Yes  Yes
Survivor retains control      Yes  Yes Yes
Avoids First Probate          Yes
Avoids Second Probate          Yes
Avoids Sideways Disinheritance          Yes
Avoids children inheriting at the wrong time          Yes
Avoids Children's IHT          Yes
Avoids dependent relatives claim          Yes

    

#prices includes Will

 

Asset Wealth Preservation

54 Park Avenue  
Oswestry

Shropshire

SY11 1BA

 

Tel: 01691 652233

Mob. 07711136660

E-mail:

Paul.humphreys@asset-wealth-preservation.co.uk

 

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