Factsheets
The sheets attached to this page are for information purposes only and should not be relied upon without an advisor being appointed to provide a recommendation report based on facts you provide to us. To do this please register with us and an advisor will be appointed.
Please select the link here to Register and arrange to speak to an advisor. https://www.sap-legal.co.uk/81/sapregister/
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Support |
A3 - The Role of an Executor |
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Core Estate Planning |
D2 - Discretionary Trust of Residue(Couples)-Deed of Severance |
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Main Residence |
MR1 - Main Residence IHT Planning |
Gifting your Main ResidenceIf you wish to consider gifting your main residence please select this link and complete the form for qualification. |
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Business Considerations |
B1 - Preserving Business Assets |
B4 - Rental Properties Planning |
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Trusts |
T3 - Holdover Gift Trust |
T6 - Pensions Trust |
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Representation |
Please click on the link to view the Factsheet.
Factsheet Links
https://www.sap-legal.co.uk/uploads/factsheets/A1-Support_Plan.pdf
https://www.sap-legal.co.uk/uploads/factsheets/A2-Roles-Responsibilities.pdf
https://www.sap-legal.co.uk/uploads/factsheets/A3-The_Role_of_Executor.pdf
https://www.sap-legal.co.uk/uploads/factsheets/A4-The_Role_of_Guardian.pdf
https://www.sap-legal.co.uk/uploads/factsheets/A5-Professional_Trustee.pdf
https://www.sap-legal.co.uk/uploads/factsheets/B1-Preserving_Business_Assets_for_Your_Family.pdf
https://www.sap-legal.co.uk/uploads/factsheets/B2-Business_Agricultural_Trust.pdf
https://www.sap-legal.co.uk/uploads/factsheets/B3-Agricultural_Relief.pdf
https://www.sap-legal.co.uk/uploads/factsheets/B4-Rental_Properties_Planning.pdf
https://www.sap-legal.co.uk/uploads/factsheets/B6-Business_LPA.pdf
https://www.sap-legal.co.uk/uploads/factsheets/D1-Basic_Wills.pdf
https://www.sap-legal.co.uk/uploads/factsheets/D2-Discretionary_Trust_of_Residue__COUPLE_.pdf
https://www.sap-legal.co.uk/uploads/factsheets/D3-Discretionary_Trust_of_Residue__SINGLE_.pdf
https://www.sap-legal.co.uk/uploads/factsheets/D4-Residence_Nil_Rate_Band.pdf
https://www.sap-legal.co.uk/uploads/factsheets/D5-Multiple_Trusts__Sibling_.pdf
https://www.sap-legal.co.uk/uploads/factsheets/D6-Deed_of_Variation.pdf
https://www.sap-legal.co.uk/uploads/factsheets/LPA_1_Problems.pdf
https://www.sap-legal.co.uk/uploads/factsheets/LPA_2_Solutions.pdf
https://www.sap-legal.co.uk/uploads/factsheets/MR1-Main_residences_IHT_Planning.pdf
https://www.sap-legal.co.uk/uploads/factsheets/T1-Declaration_of_Trust.pdf
https://www.sap-legal.co.uk/uploads/factsheets/T2-Gift_Trust.pdf
https://www.sap-legal.co.uk/uploads/factsheets/T3-Holdover_Gift_Trust.pdf
https://www.sap-legal.co.uk/uploads/factsheets/T4-Investment_Probate_Trust.pdf
https://www.sap-legal.co.uk/uploads/factsheets/T5-Life_Assurance_Trust.pdf
https://www.sap-legal.co.uk/uploads/factsheets/T6-Pensions_Trust.pdf
https://www.sap-legal.co.uk/uploads/factsheets/T7-Trust_of_Land.pdf
https://www.sap-legal.co.uk/uploads/factsheets/T8-NRB-RNRB_Trust_and_IIP.pdf
