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0800 043 9611
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Protected Property Trusts

Designed to help protect your property from long term care fees

Prevent Care Home Fees
A Protected Property Trust can help to protect your home from being used to cover the increasing cost of care home fees.
Limit Inheritance Tax Cost
Limit Inheritance Tax costs through separation of your property from your Estate.
Other Services to Consider
Want to leave a legacy to a charitable foundation? If you have pets, who will look after them? Wish to leave a sentimental gift to a friend?

Need financial advice or help regarding your property?

Legacy Financial Services take pride in exceeding customer’s expectations in finding the best rates, service, and options for a mortgage that’s right for you.
Whether you want the lowest rate possible, a fixed rate for peace of mind, or a more complex financing package, they will work with you to find a mortgage that matches your needs.
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Legacy Financial Services

Right to Occupy

Creation of a trust to allow the Testator to include a ‘right to occupy’ in their property for an individual person.
£295

Gives your partner, child or spouse the right to live in your home after your death.

You can stipulate if the RTO is for the rest of their life, or until they marry or co-habit, or until they reach a certain age.

REQUEST A CALL BACK

Protective Property Trust

Includes a life interest trust in the property for the surviving spouse/partner. Also includes tenancy severance and land search of the Land Registry.
£650

Ensures your biggest asset (your home) passes to your chosen beneficiaries.

Extremely useful when there are children from previous relationships.

Stops children from being dis-inherited.

Can help to protect your estate from being swallowed up in Care Fees.

REQUEST A CALL BACK

Other Trusts

Other trusts, such as Lasting Power of Attorney & Living Wills, can be arranged and prices are available upon request.
£99

Advanced Directives. (Living Wills) Gives you the option to decide what medical treatment you would like in the event that you were unable to make a decision due to loss of capacity.

Lasting Power of Attorney:

There are two types.

Health & Welfare which looks after your health and care needs.

Property & Affairs which looks after your bills, banking etc…

Without an LPA it is up to the Court of Protection to decide who looks after your affairs. This can cost you £000’s in fees every year if the Court act.

Plan in advance and save money and also provide piece of mind for your family.

REQUEST A CALL BACK

Company Reg. No.: 09472816

Head Office:
High Croft,
Blisland,
Bodmin,
Cornwall,
PL30 4JG

About us

Legacy 4 Life are Members of
The Society of Will Writers & Estate Planning Practitioners

Contact Us

Legacy 4 Life Ltd
Regional office: c/o J Humphry Associates Ltd, 11a The Green, Stubbington, Fareham, Hampshire, PO14 2JG
Phone number: 0800 043 9611

Email: info@legacy4life.co.uk

Opening Hours

Monday to Thursday
08:30 to 17:00

Friday
08:30 to 15:45

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