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Wealth Preservation

 

Protection from ATTACK!

WASP

 

How to preserve your wealth for future generations….

Everyone should have a Will, but 2 out of 3 people have not yet made a Will, and those that have, may not have the correct Will in place.

A few simple strategies from MOA Estate Planning Ltd could ensure the full protection of your property and investments. MOA Estate Planning Limited specialise in asset protection, using simple but effective strategies ensuring the financial security of your home, property, savings and investments.

We can arrange to visit you in the comfort of your own home to assess your current situation, answer your questions and provide peace of mind for the future. We work in association with Countrywide Tax & Trust Corporation Ltd, who are full members of the Society of Trust and Estate Practitioners (STEP).

Have you seen the cartoon on our new website? www.moaestateplanning.co.uk

Are you sure that your family will benefit totally from the inheritance you have planned?

What would happen if they were to separate or divorce?
Half of what you intend them to receive could disappear in any settlement made.

What if they inherited from you at a time in their lives when they were having financial difficulties?
Their inheritance could be lost to creditors.

Protecting your children’s inheritance
Effective ‘Bloodline Planning’ from us will ensure that your children and grandchildren are able to benefit completely from the inheritance you want them to receive.

The strategic use of trusts will remove the risks for the benefit of your loved ones after you are gone. There are a number of ways in which your home and savings are vulnerable to attack.

• Long Term Care
• Creditors & Bankruptcy
• Taxation
• Divorce or Separation

We will safeguard these hard earned assets for you and your family.

* Source: Counsel and Care

An estimated 60,000* people per year have to sell their homes to pay for Care

You can avoid having to do the same should you have to consider Long Term Care in the future.

Act now to protect the inheritance you wish to pass on to your loved ones.

How do I protect my home and assets from care costs?

Unfortunately, the costs involved in moving into a Care Home can literally wipe out your entire savings and your home may have to be sold to pay for care fees. This could mean that your loved ones could receive very little, or even nothing at all of what you originally intended them to have.

When someone enters care they are automatically “means tested” and ALL of your assets, including your home are taken into account. Only those who have very few assets will escape the costs of care.

Further planning in difficult times….

The loss of a loved one can be a very difficult and stressful time, but even at this late stage, it’s not too late to plan step by step. In association with Countrywide Tax & Trust Corporation Ltd, our qualified team offer more than just help dealing with obtaining the Grant of Probate. We can offer independent advice on the will itself and may even recommend that the Will be varied (Deed of Variation) to ensure that the assets being passed through the will to the Beneficiaries are protected from Care, further Inheritance Tax, Divorce, Creditors and Bankruptcy.

• A friendly and sympathetic team of staff will keep you informed at all stages of the process.

• Professional Advice – in association with Countrywide Tax & Trust Corporation Ltd, whose Directors are full members of the Society of Trust and Estate Practitioners (STEP).

• Initial meeting is free of charge and arranged in the comfort
of your own home.

• Fixed Fee – Unlike most Solicitors and Legal Firms, we do not charge by the hour but offer a competitive fixed fee based on the value of the estate and which is disclosed prior to any work being undertaken.

MOA Wills & Trusts Estate Planning Team

The company’s guiding principles are to be ethical, knowledgeable and professional in all dealings with its customers. The company, in association with Countrywide Tax & Trust Corporation Ltd, and its staff, are bound by and comply with the Codes of Conduct of the various professional and regulatory bodies they are members of.

Mike Oliver MD
Dulcie Brookfield, Director
We can arrange:

• Wills Trusts Lasting Powers of Attorney
• Professional Trustees Professional Executors
• Probate Service Deeds of Variation Funeral Plans
• Conveyancing Deeds of Severance Trust of Land
• Business Succession Cross Option Agreements
• Tax Advice Estate Planning Reports
• Prenuptial Agreements

dead wasp

 

MOA Estate Planning Ltd
Preserving your wealth for future generations