Wealth Preservation


Known as “Bloodline Planning” – ensuring that your assets reach your children, grandchildren and other relatives, rather than ending up in the wrong hands or indeed, the hands of the Chancellor!

With the strategic use of Trusts we can ensure that your children, and the generations to come, are able to benefit completely from the inheritance you want them to receive.
We tailor our advice and planning solutions to suit each individual. Have you considered for example, what might happen in the following situations:

  • If your surviving spouse were to remarry? How would this affect your own children if he/she later changed their will in favour of the new spouse and any subsequent children?
  • If you have children from a previous marriage. How do you ensure that they get their fair share?
  • If your children are very young or have special needs. How can you ensure that they are fully provided for?
  • If you have worked hard to build up a business it would seem right that you would want to protect this for your family too?
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    Jackson Calvert Chartered Accountants provide comprehensive Bloodline Planning solutions tailored to your specific needs.  The cost of planning is not expensive, or excessive, and the initial “Fact Finding” meeting is free.

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Jackson Calvert  |  Bennett Corner House  33 Coleshill Street  Sutton Coldfield  West Midlands  B72 1SD

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