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Flexible Life Interest Trusts in a Will are designed to preserve wealth when it flows from one generation to another and they are becoming increasingly relevant. If you are not yet totally familiar with these here is a good place to start. Placed in Mum and Dad’s Will it can save a substantial sum of money even if they are not in the inheritance tax bracket themselves. And if they are then it is even more important.
I am providing this solution for more and more of my own client families and also for clients of my introducers. Your clients and their families may be losing money when they don’t need to and you certainly don’t want this solution to be provided by a competitor. It is not expensive, it is extremely flexible and it works. When combined with Lasting Powers of Attorney the family are provided with a powerful set of tools that are becoming increasingly necessary. It is not something that can be lightly overlooked.
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