The Benefits of Trusts and the use of Loans

The Benefits of Trusts and the use of Loans

It is important to understand what a Trust is and what benefits a Trust can provide. A Trust is a legal relationships which is created when you as a settlor transfer assets to two or more people, (the trustees), with instructions that they hold the assets for the benefit of your loved ones, (the beneficiaries).

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During our initial discussion Panthera (Paul) fully explained the Will making process. We were made aware that our assets could be exposed to various risks such as Care Costs. Panthera (Paul) advised on how we could protect these assets by setting up Family Trusts. Having decided to go down this route Panthera (Paul) provided all the legal documentation in a timely manner despite having to work within the constraints of Covid-19 restrictions.

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