Bloodline planning

What is bloodline planning?

Bloodline planning ensures that wealth remains within your family 'bloodline' regardless of future unforeseen events. Inheritance that you wish to pass to your children or other family members is ring fenced. As a result, assets are not subject to division or total loss as a result of divorce, remarriage, financial or business issues. To find out more about the circumstances we protect your family from please >Click here...

Bloodline planning in action

The table below illustrates how, without bloodline planning, your children and other family members could lose a substantial amount of their inheritance. A bloodline plan works in conjunction with your current will arrangements to ensure this does not happen. The example below illustrates the protection from divorce provided. For examples of all situations that your family is protected from please >Click here...

Why have I not heard of this?

When we are initially contacted we are often asked ‘why have I not heard of this before?’. The answer is simple. Most people do not know that bloodline planning exists and think that their ‘will’ protects their family. This is not the case. Bloodline planning provides a formal and compliant structure to ensure long-term protection for your family. Find out more about the benefits by >Clicking here...

Leading bloodline planning advice

We work at the cutting edge of bloodline planning advice to protect and ensure defined distribution of our clients’ wealth. We offer free consultations to allow you to find out more about the benefits of bloodline planning. To arrange a consultation please click the following link >Bloodline planning consultation.

Bloodline planning considerations

Bloodline planning is a complex area, with many associated considerations to be taken into account. Along with the overall objectives of bloodline planning, we produce solutions that account for both tax and inheritance tax efficiencies in relation to the distribution and passing on of wealth. To find out more please click the following link >Bloodline planning considerations.

Management of bloodline planning

All of our clients work on a one-to-one basis with their private advisor. Our bloodline planning process has been developed to provide transparency of outcomes and ongoing risk management. To find out more about the management process we adopt please click the following link >Bloodline planning management.

Bloodline planning consultation

We offer all of those looking to find out more in relation to their bloodline planning options a free consultation to discuss their requirements and find out more. Our clients choose to work with us as a result of our commitment to excellence and the highest of professional standards. To arrange your free consultation please >Click here.