The Asset Protection Strategy

Designed to deal with family inheritance and succession planning

The Asset Protection Strategy uses a tried and tested combination of Wills, Trusts and Powers of Attorney to help safeguard your home and other possessions, including savings and investments. 

 

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About Protecting YOUR Assets

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Give us a call on 0800 634 7051

Our Services

Helping you to plan ahead

 
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Writing a Will

Making a Will is essential if you want to be sure of leaving your property and possessions to your loved ones.

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Setting up Trusts

Trusts have been instrumental in mitigating tax since Medieval times. Trusts were initially created for the Nobility and wealthy landowners to avoid paying taxes to the Crown.

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Power of Attorney

A power of attorney lets you give people you trust the authority to make decisions on your behalf should you lose mental capacity.

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Professional Trustee

The role of a Trustee can be extremely daunting. Using our Professional Trustees ensures that assets would be distributed correctly protecting them against certain life events.

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Professional Executor Services

Naming a professional organisation as an Executor in your Will instead of a family member or friend can provide considerable peace of mind because it relieves them of a serious responsibility and provides support at a difficult time.

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Document Storage

Following the completion of your Will, we recommend that you store it in a safe, fire proof place. But you need to ensure that when you die it can be found. If your will cannot be found then your estate may be distributed as if you were intestate.

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Inheritance Tax Planning

Planning ahead for when you die allows you to set out clearly who should get what from your estate. Also, you can maximise Inheritance Tax reliefs and exemptions if your estate might be worth more than the Inheritance Tax threshold.

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Funeral Planning

Our Funeral Plans are a unique reflection of your amazing life. When the time comes you can trust us to make sure everything will be just the way you want it to be with no added worries.