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Richard Johnson

Inheritance Planning Specialist in Cumbria

                                              

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RICHARD JOHNSON   BA Hons   Aff SWW   Collective Legal Solutions
 

Services provided by CLS: Richard Johnson

Lifetime Property Protection Trusts - Wills - Wills that Protect Assets - Specialist Executor/Trustee
Lasting Power of Attorney - Lifetime Document Storage - Other


 Client Testimonials: 

"Thank you Richard for explaining so clearly the options available to us and for the exceptional service you provide."
Mr and Mrs Bott, Sept 2011

"Our children are very relieved to know that they will definitely inherit our family home now that it is held in Trust. Many thanks for your rapid and efficient legal document production." Mr and Mrs Wilson , Sept 2011

"Many thanks for the tactful and professional way you approached all the issues last Friday. It made a difficult situation so much easier." Mr G Wilson, July 2011


Lifetime Property Protection Trusts
The total guarantee your property will reach your beneficiaries.
Wills

Every family is different and I will make personal recommendations that relate to your specific circumstances and wishes. The result will be a fully comprehensive Will that covers all eventualities. The signing of all Wills is personally overseen.

Wills that Protect Assets

Photo of Richard Johnson preparing a Will for a client

 

 Property Protection Trust Wills 
Safeguard half the value of a property from loss in care fees, or from the remarriage or new Will of a surviving partner

 Asset Protection Trust Wills 
Safeguard ALL the assets of a person from care fees, or from the remarriage or new Will of a surviving partner

 Unmarried IHT Trust Wills 
Protect unmarried couples from the loss of their estates in Inheritance Tax (up to twice the current allowance)

 Life Interest in Residue Trust Wills  
For people on subsequent relationships, this guarantees the inheritance of children of earlier relationship(s)

 Revocable Life Interest Trust Wills 
For high net worth couples, often with several properties, who need to try to safeguard against Inheritance Tax and Capital Gains Tax

 Additional Will Trusts 
Family Wealth Protection to prevent beneficiaries squandering assets; Death in Service to prevent such a payment creating an Inheritance Tax liability; Right of Residence to enable someone to reside in a property even though they don't own it

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Specialist Executor/
Trustee Service

Collective Legal Solutions Probate Ltd provide a comprehensive professional Executor/Trustee service in which there are capped maximum charges. Very popular with people making Wills incorporating Trusts.

Lasting Power of
Attorney

Property and Financial Affairs and Health and Welfare. The whole procedure will be carefully explained and undertaken.

Lifetime Document
Storage

Secure lifetime storage of Wills, Lasting Power of Attorney and Deeds. All documents sealed in Law Society approved storage facility. There are no document retrieval charges.

 

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Richard Johnson also works with Associates to provide the following services for you:

Guaranteed Funeral Plans

Guaranteed pre-paid funeral packages that ensure your funeral is properly organised and undertaken (Golden Charter affiliated)

Care Plans

The savings from a guaranteed Care Plan can be enormous

Equity Release Careful analysis of your needs to find the best available deal

Conveyances, Personal Injury, Insolvency Service

Experienced professionals will give you their full expert and personal attention

Specialist Tax Advice

Collective Legal Solutions Chartered Tax Adviser available

Probate Service

Full probate and trust establishment and administrative service

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E-mail: richard@wills-in-cumbria.co.uk        Tel: 01900 828641        Mob: 07745 225491 Logo showing that website conforms to WC3 CSS accessiblity tests