What is bloodline planning?

Protecting your family from unforeseen events

Bloodline planning ensures that wealth you have built and wish to pass to your children, remains with them regardless of future unforeseen events.

We eliminate risk to ensure:

• If your child divorces they retain 100% of the assets that you wished them to receive. There is no claim over these in divorce settlements. Their spouce will receive nothing;
• If your child is declared bankrupt or experiences financial problems, assets are not subject to claims from creditors;
• Your assets are not subject to old age care cost claims, which would reduce any inheritance your child may receive;
• Your child retains 100% of their inheritance even if your partner was to remarry;
• Later generations are not subject to inheritance tax, you maximise the value of your estate.

Examples of our service

To see examples of how bloodline planning protects all of your family please >Click here...

Our work in action

Often the best way of understanding the unique benefits of what we do is through our case studies. These illustrate the unique benefits of working with us. To view our case studies please >Click here...

Find out more

We recommend that anyone wishing to find out more arranges a consultation to discuss their personal aims with one of our chartered planners. Consultations are free and there is no obligation to take your enquiry further if you are not ready at this time. The aim of the consultation is to arm you with the facts relating to the benefits and security that bloodline planning provides for your family. To find out more please >Click here...