We offer a range of specialised services to help our clients protect their assets.

Specific situations require a tailored approach and there is no substitute for the appropriate advice.

Family Asset Protection

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Home Protection Plan

The Home Protection Plan is a strategy designed for homeowners, whether single or couples, usually living on their own, to put the home beyond the reach of contributing to care fees and to achieve one or two other benefits. The strategy involves the transfer of the home to a trust. Under the trust the settlor (donor/transferor) is an interest in possession beneficiary.

Once the trust is created, he, she or they can continue to enjoy the home in the same way as before. They can continue to live in the home for the rest of their life or lives or for as long as is wished and this is guaranteed. The trust gives a guaranteed right of residency and security of tenure for life or until the point where continued residence in the home is no longer required or appropriate.

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Asset Protection Trusts

Asset Protection Trusts or Spousal Bypass Trusts are lifetime trusts that are created whilst you are alive and have numerous uses including lifetime gifting, protection of lump sum proceeds from life assurances, pensions and death in service benefits and can also be used to accept assets gifted via a will.

If any proceeds from your estate or any life assurances, pensions and death in service benefits are paid directly to your nominated beneficiaries – whether or not this is a spouse, partner, child or family member – then the funds they receive from you will be included within their own estate if and when they are assessed for long term care or other state benefits.

By directing the funds to a lifetime trust instead we can ensure that the beneficiaries will still have access to the funds but will not be assessed by the local authority for payment of care costs or reduction/removal of state benefits and any remaining funds pass onto other people you might also wish to benefit from the funds.

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Additional Services

We can also assist with all other aspects of estate planning including; will writing, will trusts, inheritance tax planning, lasting power of attorney, severance of joint tenancy, pre-paid funeral plans, safe document storage and probate.

If you have any questions about our services or if you would like to arrange a free consultation then please do not hesitate to contact us or find further info at Chris Lamb Will Writing.

Contact Us


Arrange a free consultation.

We can arrange appointments at your home if you prefer and are happy to see you on evenings and weekends. If that's not convenient then we can start by telephone.

"My husband and I found Chris to be professional and personable. He made everything straight forward and easy to understand. I have no hesitation in recommending Chris to others and would certainly use his services again in the future."

G. Boggon

Excellence in every detail

We always aim to offer the best and most appropriate products and services to our clients.

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Member of The Society of Will Writers giving you complete assurance that all work is carried out to the highest standards and covered by relevant insurances.

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Our office is open 9am-9pm Monday to Saturday, so we are always available when it is most convenient for you.

Specialists

We partner with the best in the industry to ensure our products and services match your individual requirements.