Ben and Sarah

Ben and Sarah are a married couple in their 50s. They have two children (Carl and Stacey) and two grandchildren. They own their own home. They contacted us because they were keen to protect their home so that it would be inherited by their children. We talked to them about a Trust which they could put in their Wills to protect their property from third parties, such as a new partner situation if one of them were to die quite young. They went ahead with this and now feel reassured that the house the property they own when they die is protected for Carl and Stacey, whilst still giving them the flexibility to move/downsize in the future.

For a no obligation chat about Trusts in Hertfordshire please call us on 01438 746977.

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