Ultimately, most of us want our children to inherit our assets at some point in the future. You can protect that inheritance by leaving it to them inside of an inheritance protection trust.

What Is Inheritance Protection?

Inheritance protection guarantee allows you to protect a percentage of your home’s value. This can then be given to loved ones after you pass away. The proportion that you choose to protect can then be passed to your beneficiaries when the house is sold. This is regardless of any outstanding loan remaining.

With all plans that include inheritance protection, if you release equity at a later date, you will reduce the amount of guaranteed inheritance that will be available. As we have a number of lifetime mortgages with inheritance protection, we can advise you on what inheritance can be left. Furthermore, we will help you to find the ideal plan.