Protective Will
Property Trust

It makes great sense to protect the value of your property so your loved ones get the maximum benefit after you’ve gone – after all, it’s your main asset and there are many instances of care home fees or creditors’ claims eating into a property’s value to leave very little for beneficiaries. A Protective Will Property Trust (PPT) not only protects your home’s value, but can reduce or eliminate altogether any inheritance tax due on it – as well as minimising the fees and delays associated with probate.

The way a PPT works is that rather than owning your property jointly, the tenancy is severed so each person owns a percentage (usually 50/50), and their share becomes part of their will. While the surviving partner has the right to live in the home during their lifetime, should they remarry the deceased’s share is protected for the original beneficiaries. If the property is sold, any profit has to be split between the surviving partner and the beneficiaries. The Trust is controlled by the surviving partner with at least one other person, usually another family member.

We can guide you through the various options available, and make the setting up of a tailored Protective Will Property Trust simple and straightforward.

Just contact us now to arrange a home visit.

Talk to your Aiker Legacy Adviser

Arrange a home visit now to discuss your current situation, and which options might suit you best, and how regular reviews can help you be sure your legacy isn’t at risk. The whole process is easy, and starts by simply giving us your details.

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