A Protective Will (often known as a Parent's Will) is designed for those who require a slightly higher level of planning, control, and long-term protection for their estate and Beneficiaries.
It goes significantly further than both Simple and Tailored Wills by incorporating simple trust-based planning to safeguard your assets against a range of future risks.
Everything in a Tailored Will, plus:
The ability to include trust structures for added protection
Safeguards against a Beneficiary suffering a divorce or separation
Protection where Beneficiaries may be financially vulnerable
Consideration for Beneficiaries receiving means-tested state benefits
Protection against Beneficiaries suffering insolvency, debt, or financial mismanagement
Support for Beneficiaries facing addiction or personal challenges
Planning to help mitigate generational inheritance tax
A properly structured Protective Will can also:
Help protect your estate from the impact of care home fees
Reduce the risk of your estate being significantly depleted later in life
Preserve more of your wealth for future generations
This level of planning ensures that your estate is not only distributed according to your wishes, but also protected over time, even as circumstances change.
A Protective Will is particularly appropriate if:
You want to protect family wealth across generations
You have property, higher-value, or complex assets
Your family situation is more involved or blended
You have concerns about how Beneficiaries may manage or retain their inheritance
We make the everything clear and understandable. We’ll ensure your wishes are recorded and that your Protective Will is accurately and professionally drafted.
Once drafted, you’ll have the opportunity to review everything before receiving your final, fully prepared documents along with signing instructions.
Why not start with a free online Assessment to find out if a Protective Will is right for you...click below to get started.
Take our Free, No Obligation Assessment - click HERE to start
Contact Us for a No Obligation Chat about a Will
Drop us an email at enquiries@twplan.co.uk and tell us how we can help, book directly or just give us a call on 01822752055
