Asset Preservation & Long Term Planning

3 minutes, 25 seconds

Asset Preservation & Long Term Planning – Dominic Mackenzie, Wills and Probate Expert

In this video, our Head of Wills and Probate, Dominic Mackenzie, advises on asset preservation and offers long-term planning advice.

He discusses the various options available:

  • Option 1: Do nothing approach
  • Option 2: Change the way you own your home, change your will, create life interest trusts
  • Option 3: Full life interest trusts

In the final section of the video, Dominic advises on how to preserve assets.

For more legal advice, please contact Dominic on dominic.mackenzie@isonharrison.co.uk or call 0113 284 5086.