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OUR SERVICES
services Wills
services Inheritance Tax Planning
services Lasting Power of Attorney
services Other Services
 
 

Other Services

Protection from Residential Care Fees

If you need local authority care in later life they will expect you to pay for your care if you have assessable assets of over £21,000.  As Care charges in excess of £500 per week are not uncommon, this can very quickly reduce the amount you leave to your loved ones.  The value of your home can be used in their assessment if it is now unoccupied by its owner.  We can offer solutions to most people that protect more of your assets from this event enabling your loved ones to inherit more.

Funeral Planning

For those of you that are quite clear about what funeral arrangements you require and do not want your relatives to have to arrange and pay for these, a prepaid funeral plan could be the answer. 

The costs will be fixed at today’s rates with no more to pay.  There are also potential tax savings of doing this now which our consultant can explain if you are interested.

Storing Your Documents

It is very important to ensure the safe keeping of your Will and other documents.  Your Will is no good if it cannot be found or appears to have been damaged or tampered with.

At Trinity we give you peace of mind by offering you secure storage.  Documents are stored in water resistant folders in fire proof cabinets and are fully insured.  We also write to your Executors so that they know where to find your Will when it is needed.

awareness, protection, peace of mind
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