Financial Protector

Our Financial Protector will brings all the options for your assets that our Protector Plus will brings and adds in specific advice designed to minimise the tax paid through your will.

Financial Protector will

Details

  • If you have assets (including property) over the Inheritance Tax threshold (currently £325,000) you may benefit from more detailed advice on how to minimise the tax paid through your will. If you own a business this may also be a more suitable option for you.
  • Our lawyers are experts in structuring your will to maximise the assets left to your friends and family, potentially saving you many thousands of pounds.

Currently, the Inheritance Tax threshold is £325,000. Assets above that – which include any equity in any property you have – are subject to tax at 40%. This also includes any gifts made in the seven years leading up to the person dying. If you know or believe your assets may exceed this amount then this is the right service for you. Our experts can help you plan your affairs in way to maximise the amount you are able to leave behind. This will service is often suitable for business owners, where financial and legal planning can help protect the business.  

Whether you are just over the threshold or have assets worth many millions, we have specialist lawyers in this field whose expert advice is typically worth many times the cost of preparing the will in terms of the future savings it can bring. 

To check that this is the right product for you and for details of your local QualitySolicitors office and pricing use our Wills assistant.

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Have a questions or need some help? Call 08082747557

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Expert legal advice you can rely on:


We have more specific information on:

Protector

  • Decide who gets what – leave gifts to friends, relatives or charities.
  • Appoint a Guardian to take responsibility for any children.
  • Set out any funeral wishes
  • Appoint the person you wish to carry out your will.
  • Free lifetime storage
    (many firms charge an annual fee for this service).
  • Free signing service Mon-Sat (we provide independent witnesses to ensure your will is valid).

Protector Plus

  • Everything in a standard will plus address more complex issues.
  • Give a gift (e.g. your house) to a person for their lifetime only.
  • Stop a child receiving a gift until they turn a specific age, e.g. 21.
  • Exclude people who would normally expect to be included (e.g. wife/husband or children).
  • Provide for on-going care of a person with a disability.

Financial Protector

  • If you have assets (including property) over the Inheritance Tax threshold (currently £325,000) you may benefit from more detailed advice on how to minimise the tax paid through your will. If you own a business this may also be a more suitable option for you.
  • Our lawyers are experts in structuring your will to maximise the assets left to your friends and family, potentially saving you many thousands of pounds.

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