Keeping it in the family


Robert had been through a difficult time when he came to us.  His mother had died, and his Dad was suffering with dementia and needed full time care.  Thankfully, a Lasting Power of Attorney (LPA) was in place, with Robert as attorney for his father’s affairs.  After making the difficult decision to sell the family home to buy an immediate care annuity, Robert no longer had to worry about how to pay for his father’s care home fees.

However, after buying the care annuity, his father’s estate was still worth about £950,000, and was all in cash and investments.  Robert wanted to find ways of preserving as much of his parents wealth as possible.

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Location, Location, Location

EIS Keep in the family

Sadly, in 2011 Paula’s husband, David, passed away.  After losing David, Paula inherited his estate, which included 2 properties, a generous investment portfolio with a sizable amount in cash, and more than enough income from pensions to pay for a comfortable lifestyle.  However, managing it all had become too much for Paula and she decided she wanted her children to benefit from their father’s legacy.

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