Property planning

Book a meeting

Probate Preservation Plus Trust
(Property into Trust)

For individuals/couples who own property, it is often a concern how this could be protected not only on their passing but during their own lifetime.

Placing your main residence into Trust during your lifetime can provide this sought-after protection, providing reassurance that should a situation occur before death, the property remains safe for yourself and your chosen beneficiaries.

Probate Preservation Plus Trust

Probate Preservation Plus Trust

Technical information sheet

Trust of Land

Do you own a property that a member of family or friend currently, or at some stage, has resided within as their main residence? Have you considered the Capital Gains Tax position of this property?

The law allows establishment of a ‘trust’ relating to a historical event (relative moving into property) to be put into place years later. By establishing this document, and placing the relative as beneficiary, Principle Private Residence Relief is applied to create a CGT saving.

If this planning is of interest to you, please complete our Trust of Land questionnaire to ensure this would be suitable.

Trust of Land

Trust of Land

Questionnaire

Trust of Land

Trust of Land

Technical information sheet


Countrywide South East LLP

Contact us