Silver Plan

Get a Silver Level Will that includes extra protection to safeguard your most valuable asset, such as your home, and more.

Benefits of a Silver Level Will

  • Everything in a Bronze Level.
  • Take advantage of a service that makes sense for everybody, whatever age or assets.
  • Control over your most valuable assets (usually your home).
  • Protect 50% of your property for your beneficiaries (Mirror Wills).
  • Allows access to an extra £175,000 inheritance tax allowance (above basic £350k)
  • Protect your assets from bankruptcy, creditors and strangers (sideways disinheritance).
  • Ensures your children receive their inheritance, not someone else’s.
  • Minimise Inheritance Tax now and for future generations.
  • Control the distribution of your assets, possibly with conditions.
  • Preserve your wealth for your bloodline family.
  • No ongoing management required.
  • Save on future Probate costs.

Downsides of a Silver Will

  • If it’s a Mirror Will, the plan still isn’t effective until first death.
  • Does not help with potential care fees until first death (Mirror Will)
  • Additions of Trusts increases initial cost, although these are one-offs.
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