Asset Protection Trust
Monies held in this type of trust are normally disregarded for care purposes provided that the trust has been set up correctly and the assets ‘ring-fenced’ at the right time. The assets held in the trust are specifically held for your benefit during your lifetime. This means that you are free to move, downsize or release capital at any time.
You are able to sell your property and move into sheltered accommodation in the future if this becomes necessary and the proceeds of sale can then provide an income or be spent enjoying your retirement.
Enjoy the money that you’re entitled to without having to give it up for home fees.
Come to speak to us… you can trust us to protect you!