| PETER
AND RUBY are over 75. They have very little in the way
of investments, two mini ISA’s and Premium Bonds
which have never paid a prize. Their house however is
worth over £400K because Peter has continually
improved it at first by extensions which he did himself
and and latterly by garden landscaping.
They have two sons, one who is suffering
with cerebral palsey and lives at home and another son
who is going through a divorce. They want to provide
for both sons but do not want to disturb the home because
of the son who lives with them and do not want their
possibly ex daughter-in-law to benefit when anything
happens to them.
Like many people the ASSET RICH CASH
POOR title applies here but with careful planning all
friction can be avoided.
Case Studies - 1
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