1. Get in touch
Simply submit your details used the form, and one of our specialist Paralegals will call you to discuss your needs.
Could you be penalised twice for owning a house in Spain?
In just a few seconds you could be on your way to great peace of mind and financial security for you and your family.
- Safe & Secure
Reliable, jargon free expert legal advice
With a combined experience of over 80 years in the estate & life planning industry, The Planning Bee’s experts have spent their careers discovering the best solutions for their clients
Forward Thinking
The Planning Bee is an innovative company bringing together some of the best and most experienced legal professionals in the estate planning industry. We specialise in asset protection and bespoke estate planning.
Experienced
Our Paralegals have decades of experience between them and offer a consultation to tailor a holistic solution for your estate planning needs – the ultimate goal being peace of mind.
Qualified & Caring
Our Paralegals have helped thousands of families over the years, and are members of either the Institute of Paralegals, The National Association of Licensed Paralegals or the Society of Will Writers.
The Simple Steps to Protecting your inheritance
2. We prepare a solution for your specific requirements
Our Local Paralegal will provide a FREE no obligation consultation and based on your circumstances present a solution to help protect the inheritance and reduce IHT for you and your loved ones.
The information is left with you to consider and if necessary discuss with family members.
If you wish to proceed the Paralegal will arrange a time to take your instructions.
3. Your legal documents are drafted
Your information is sent to our legal department, where your documents are drafted in full compliance with Spanish law. Once completed, we prepare easy-to-understand translated versions for your review. After approval, the documents are returned to the Paralegal, who will arrange your signing appointment.
4. Your assets are safe
Once signed your assets are protected for you and your family.
Protect against more than just care
Whilst care may be the issue at the forefront of your mind, there are other factors, which are just as likely to happen, that can prevent your wishes from being met:
Probate
Probate is the legal process of winding up the affairs of someone who has passed away. It is time consuming, a huge burden on families at a difficult time and can be expensive with solicitors and banks charging 2%-4% of the value of the estate.
Children’s Divorce
If you leave your children their inheritance through a Will, as soon as they inherit it becomes a matrimonial asset and half could be lost in a divorce settlement. This can be prevented with the correct planning.
Vulnerable Beneficiaries
Those with drug or alcohol dependency could be put in danger if inheriting directly. People going through a bankruptcy could lose an inheritance to creditors. Disabled beneficiaries could lose benefits. We can help protect your loved ones.
Disinheriting children
Many families find themselves in a position where they wish to disinherit a child. Unfortunately, by law a child can contest their parents Will and there have been some high profile successes. Even if unsuccessful the costs involved in defending a challenge can be huge.
Generational Inheritance Tax
Could you be passing on an inheritance that causes a loved one an IHT issue where 40% of what you wanted to leave them could go to the tax man when they die?
Leaving it in the right way prevents this risk.
Financing Care
If you have assets above £23,250 in England, £18,000 in Scotland and £50,000 in Wales, you will be paying 100% of your care fees. We can help you protect your share of the property and other assets from being used to fund care fees.