Estate Planning Videos

Browsing 1 - 9 of 9 Videos.
Protecting your assets

Protecting your assets

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.

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Long Term Care

Long Term Care

An estimated 70,000 people per year have to sell their homes to pay for care. You don’t need to be one of them.

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What is a Trust

What is a Trust

A trust is a straightforward but very powerful way to ensure those you love are looked after when you are gone. As the ‘settlor’ you create a trust that is administered by trustees. The trustees have a legal obligation to protect and distribute your assets in a certain way. Think of it as having control "beyond the grave"!

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Lasting Powers of Attorney

Lasting Powers of Attorney

We take out insurance for many parts of our lives - cars, phones, homes, medical expenses. But what about "insuring" against your sudden loss of capacity to administer your own affairs?

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Multiple Sibling Trusts

Multiple Sibling Trusts

Leaving assets to a single Trust is a better solution than leaving assets absolutely, but is it the best solution when there are multiple beneficiaries?

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Will Clarity statement

Will Clarity statement

A Will Clarity Statement explains the WHY behind your wishes but it also includes the WHERE, the WHEN, the HOW and the WHO. A Will Clarity Statement can be crucial in helping to manage expectations, whilst deterring any potential claims against the Will.

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Generational IHT

Generational IHT

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.

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Business Succession Planning

Business Succession Planning

If you’ve built up a robust and profitable business, you’ll want to continue to grow and thrive for the benefit of your family, now and into the future.

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Make a Will

Having looked around and contacted several professional organisations who would prepare my somewhat complicate will, I chose Panthera on a recommendation and sincerely believe I could not have found a better organisation.