Our estate planning frameworks

Are typically family controlled
Use Will and Trust precedents developed by our legal partners
Are flexible so you can change how you distribute your estate

Our estate planning frameworks are tailored to suit your individual needs.

Single Person Beneficiary Protection Plan

  • Bloodline protection.
  • Protects your inheritances for your intended beneficiaries.
  • Protects lifetime gifting to your beneficiaries.

Married Couple Beneficiary Protection Plan

  • Bloodline protection.
  • Protects Nil Rate Band values of the first spouse to die and the residual estate of the second spouse.
  • Protects inheritances for your chosen beneficiaries when the second spouse dies.
  • Protects lifetime gifting to your chosen beneficiaries.

Protective Gifting Trust

  • Protected lifetime transfer of assets to your chosen beneficiaries.
  • Provides tax benefits equalling £40,000 for every £100,000 directed through the Trust.
  • Once established, the Trust can be used repeatedly.

Solidus Property Trust

  • Lets you transfer property to your chosen beneficiaries.
  • Suitable for properties with no mortgage.

Specialist Trust Planning
We offer a range of solutions that address the specialist needs of business owners and those with additional properties or buy-to-let assets, which deliver:

  • Protective family succession.
  • Significant additional tax planning opportunities.

Please send me contact details of a Solidus trained Financial Planner in my local area.