Mrs Y settled 50% of her property into a Family Probate Trust in 2011. In 2019, Mrs Y entered long term care. A financial assessment was completed, and the council confirmed that they were taking into
Mr X had sold his property and settled the sale proceeds into a Family Investment Probate Trust in 2019. He moved into rented sheltered accommodation following the sale, and six months later in early 2020, he entered long term care following a fall.
DB Consultancy are committed to providing a full range of services to clients and as part of that commitment we work in association with The Countrywide Tax & Trust Corporation Ltd who offers specialist, bespoke advice in all areas of Estate Planning Read more….
