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© J M P Anderson & Associates Ltd
JMP Anderson & Associates Ltd. Keep your wealth secure from remarriage after death, residential care home fees, bankruptcy or creditor issues, divorce and generational inheritance tax with bespoke estate planning solutions.
This report will provide you with personalised actionable solutions to protect your house and savings from attack from third parties in the hands of your beneficiaries as described here, which will be the case if you have a standard Will or no Will at all.
Don't Leave Your Legacy Exposed to Risk
Protect your assets from care costs, divorce settlements, and inheritance tax. Get your bespoke Estate Planning and Inheritance Tax Report today.
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Jonathan is the owner of JMP Anderson & Associates. He has been helping families and business owners with their Estate planning for 35 years. Jonathan is a strong believer in the importance of understanding his client’s personal and family circumstances together with what their Estate Planning and Inheritance Tax Planning aspirations are, rather than just being an order taker executing what the client thinks they need!
Jonathan believes that the first step on this journey is the completion of the Fact Find, and he hopes that you will want to go on that journey with him. The next step is to complete the form.
Our Advantages
Our detailed Estate Planning and Inheritance Tax Report provides tailored solutions to protect your wealth, secure your family's future, and ensure your wishes are honoured without legal complications or financial risks.
Why Choose Us
Tax Planning
Minimise inheritance tax liability on both the first and second deaths, preventing generational tax burdens on your estate.
Inheritance Safeguarding
Protect your children's inheritance from divorce settlements, creditor claims, and bankruptcy risks.
Asset Protection
Shield your home and savings from being depleted by care costs, keeping your hard-earned wealth in your family's hands.
Comprehensive Asset Protection
Bespoke Solutions
Inheritance Tax Mitigation
Future-Proof Planning
Tailored Protection Strategies
Receive actionable solutions designed to ring-fence your assets from care home assessments, divorce proceedings, and creditor claims.
Share Your Situation
Complete the fact find with information about your assets and family circumstances.
Receive Your Bespoke Report
Get your detailed Estate Planning and Inheritance Tax Report with tailored solutions to protect your wealth.
Complete The Form
Provide your details to receive our online fact find.
Inheritance Tax Optimisation
Learn specific strategies to maximise available allowances, potentially saving your estate thousands in unnecessary taxation.
Multi-Generational Security
Discover how to ensure assets passed to your children remain protected from their future care costs, divorce, or financial difficulties.
Where there is no Will, or there is only a basic Will/Mirror Wills in place, your assets are exposed to the following risks:
Care Costs
Following the first death, should the surviving spouse/partner need long-term residential care, then the whole estate, including the family home, would be assessed to pay for the cost of that care. For a single person, your house and savings are immediately at risk from care costs.
Marriage after Death (MAD)
On the first death all the assets are then solely owned by the surviving spouse/partner. What if the surviving spouse/partner remarries? The inheritance could be lost to the new spouse, disinheriting your children.
Creditors or Bankruptcy
If the surviving spouse were to be subject to creditor claims/bankruptcy, then the inherited estate would be fully at risk.
On Second Death there are further risks to the Estate you wished your loved ones to benefit from:
Divorce
If your children/chosen beneficiaries are subject to divorce proceedings, then half of what you intended them to receive is at risk of divorce settlements.
Their own Future Care Costs
If the inheritance has been passed to your chosen beneficiaries, these assets could later be assessed for their own care costs.
Generational Inheritance Tax (IHT)
On the second death, the remaining estate is likely to be directed by the Will to the beneficiaries. This then adds to the beneficiaries’ estates and could impact their own inheritance tax. HMRC can collect circa 55% of an inherited estate over two generations!
Creditors or Bankruptcy
Similarly, if any of your beneficiaries are subject to creditor claims/bankruptcy, then the inherited estate is fully at risk.
The report will address and provide professional tailor-made solution/s to the threats to wealth from the third parties as described above, ensuring that your bloodline (children, grandchildren and further generations down the bloodline) benefit to the exclusion of the third parties!
Simple Steps to Begin the Steps to Receiving Your Estate Planning and Inheritance Tax Report
On completion of the form, Jonathan Anderson of JMP Anderson & Associates will arrange a Zoom meeting at a time convenient to you to verify the facts provided, and then he will immediately create the Estate Planning and Inheritance Tax Report for delivery to you.
Complete the form by providing your name, email address and mobile number. Within 24 hours you will be provided access to an online data protection safe and secure portal.
On the portal, there is a simple fact-finding form to complete. The form is user-friendly, and it can be completed on any device or mobile phone. You are asked to provide details about you, your family, and the value of your house and savings. When the form is completed, it will be saved within the secure portal.
There is a fee for the report, which will be fully refunded if you choose to implement any recommendations outlined in the report. This is a valuable report confirming your position today with an actionable plan to ensure that your children and grandchildren benefit from your wealth to the exclusion of any unintended individual/s or organisation.
Our Services
Wills
- Standard Wills / Mirror Wills
- Standard Mirror Wills with bespoke trust planning
- Will Clarity and Will Execution Risk Reduction Statements
- Living Wills / Advanced Directives
Trusts (General & Family)
- Family Discretionary and Family Interest in Possession Pilot Trusts
- Family Gift Trusts
- Family Holdover (Capital Gains Tax) Gift Trusts
- Family Personal Injury Trusts
- Family Pension Death Benefit Trusts
- Nomination of Pension Death Benefit Trust
Investment & Life Trusts
- Family Investment Probate Trusts
- Assignment of Investment Bonds into Investment Probate Trust
- Family Life Assurance Trusts
- Assignment of Life Assurance Policy/ies into Trust
Business & Agricultural Trusts
- Business Property Relief Trusts
- Agricultural Property Relief Trusts
- Business Powers of Attorney
Other Services
- Trust Administration Services
- Trust Accounting Services
- Residential Care Guidance Service
- Prenuptial Agreements
Deeds & Variations
- Deed of Variation Family Trust
- Deed of Variation Family Interest in Possession Trust
- Trusts of Land to mitigate inheritance tax and capital gains tax
- Deeds of Variation of a Will (within 2 years of date of death)
Your Legacy, Your Way – Protected for Generations
At J M P Anderson & Associates Ltd, we analyse your unique situation to identify vulnerabilities in your estate planning. Our bespoke reports provide clear, actionable solutions to the specific risks facing your wealth and legacy.
Our Services
Comprehensive Estate Analysis
Our detailed report assesses your current exposure to care costs, divorce risks, and inheritance tax based on your specific assets and family structure.
Power of Attorney
- Lasting Powers of Attorney (Property & Affairs and Health & Welfare)
- General Powers of Attorney
Property & Conveyancing
- Property Probate Preservation Trust/s
- Severance of Tenancy (Mutual, Non-Mutual, Unequal Split)
- Property Conveyancing Services
- Declarations of Trust
Our Mission Is To Protect Wealth From Third Party Attacks In The Hands Of Our Client’s Beneficiaries.
How It Works