Protect my assets for my loved ones
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.
Our Services
Helping you to plan ahead
Writing a Will
Making a Will is essential if you want to be sure of leaving your property and possessions to your loved ones.
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.
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.
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.
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.
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.
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.
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.