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Asset Preservation & Inheritance Tax Planning:
Protect your family assets and inheritance. The Curtis team will give clear and straightforward advice, whatever the circumstances, to ensure your wealth is protected.   Deborah Tebbet
    Deborah Tebbet

“My parents are getting on a bit.  Their home is their only asset apart from small savings and they want to give it to us so that it can’t be sold by the Local Authority to meet Nursing Home fees in the future.  Please prepare a Deed of Gift as soon as possible.”

Curtis is often faced with such requests, which are never as straightforward as they may first appear.  The need for care may never materialise and the rules may change. The mental capabilities of the parents may also require a reference to the Court of Protection and tax liabilities may become an issue for all parties. Add in the potential for future bankruptcy, divorce or death and it quickly becomes apparent that carefully considered professional advice is essential to adequately protect everyone involved.

The Curtis team have the knowledge, skills and experience to help you plan for the future and protect your family. Call now for a meeting to discuss your individual requirements with someone who understands your needs and can deliver a solution as unique as your family circumstances.