Bloodline Planning
Preserve your family wealth for generations.
Bloodline Planning is a strategic form of estate planning designed to keep wealth within your family line. It ensures that assets you pass on continue to benefit your children, grandchildren, and future generations in the way you intend.
Without structured planning, inherited wealth can be exposed to risks such as divorce settlements, bankruptcy, remarriage, or poor financial decisions. Bloodline Planning reduces these risks by placing safeguards around family assets.
How Bloodline Planning works.
At Officium Legacy, Bloodline Planning typically involves the careful use of UK-compliant trust structures. These allow assets to be held and distributed under specific conditions while retaining long-term control.
Trust arrangements can protect property, investments, and business interests from external claims. They also provide flexibility in how beneficiaries access wealth over time.
Each plan is tailored to your family circumstances and long-term goals.
Who Bloodline Planning is suitable for.
Bloodline Planning is ideal for individuals and families who:
- Own property or significant assets
- Have children from previous relationships
- Want to protect family wealth from divorce or creditors
- Wish to pass assets down through multiple generations
Our advisers ensure every plan is proportionate, responsible, and aligned with UK estate planning principles.
Don’t Leave Your Legacy to Chance
Take our free estate planning assessment to help you understand how prepared you are.
Our Estate Planning Client Journey
01
free consultation
We start with a complimentary consultation to understand your needs and objectives. This allows us to provide clear, tailored guidance from the outset.
02
Onboarding
Once our services are agreed, we’ll onboard you as a client and go through a simple fact find to gather information such as your beneficiaries, and executors.
03
Document creation
Our team will then draft your documents using our specialist software ready for you to review.
04
Review
Draft copies of your documents will be sent to you via email for you to double check the information and spelling are correct.
05
Signing & Storage
Our documents will then be printed on official paper and sent to you for signing along with signing instructions. If you have paid for storage you will be given instructions on where to send your completed documents.