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Estate planning

The family home will often be the largest asset within a family and one that is very important to preserve for the future. This is particularly the case when there is a desire to pass on the assets to the next generation.

"The service offered was generally excellent. We regard Shacklocks as our Solicitors, and will use them as and when required."
Clients of Shacklocks Derbyshire Property Team

The family home can therefore play an important part in the estate planning process if handled properly. However there are a number of traps for the unwary particularly where the intention is either to save tax or where there are fears about future nursing home or residential care fees. In those circumstances the wrong action taken at the wrong time can produce highly unfavourable consequences which are to be avoided at all costs.

By involving us at an early stage in the process we will enable you to take positive meaningful steps in your planning without putting family assets at risk and without compromising your own independence and well being.