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Succession and Bloodline Planning

Succession planning, often known as bloodline planning, isn’t just about ways to reduce Inheritance Tax. Bloodline planning is a strategy to "keep it in the family", whether it be assets, antiques, funds, your family home, your business or property portfolio.

Without a succession plan in place your estate assets could be at risk from:

  • Distribution absolutely to beneficiaries rather than to those you wish
  • Creditors or bankruptcy claims.
  • Divorce or separation settlements of future generations.
  • Unnecessary Inheritance Tax bills.

Contact us to discuss your unique succession planning and estate preservation requirements, and how we can help you ensure your assets end up in the right hands!

The right amounts to the right beneficiaries

When assets are distributed to beneficiaries "absolutely", they receive cash, property or other assets as a direct lump sum payment. These assets are then considered to be part of the beneficiary’s estate, and are vulnerable to future divorce settlements, creditors and taxation.

Passing it down the bloodline

Succession planning ensures that when you die, your estate passes to the people you wish to inherit.  It ensures some or all of your children and grandchildren receive the value of inheritance you wish them to have. It also ensures those you love are financially supported, assets are protected, and any taxes are minimised. It can also protect your family home and other assets from being lost to the costs of any future Long Term Care financial means testing

With our expert advice and in association with our sister company Panthera Wealth, we can create a bespoke solution to suit your personal circumstances, including family Trusts, wealth transfers, lifetime transfers and a watertight Will.

Want more information?

Read our succession planning guides or call us today to discuss your family situation.

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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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