Lifetime Trust Planning

Lifetime Trust Planning

Our Asset Protection Trust allows you to arrange your affairs now in such a way that you can preserve some or all of the wealth that you have accumulated in your lifetime and ensure that your loved ones definitely benefit. You retain control of the assets inside your Trust whilst gaining from all of the benefits that it would provide. You could potentially avoid the need for probate, protect your assets from creditors or your children’s divorce. There is the added benefit that future generations can legally avoid Inheritance Tax on the legacy that you have provided when you eventually pass away. This is a specialist area of planning and great care must be taken when entering into such an arrangement. We have chosen to partner with the United Kingdom’s leading experts in this area. Want to find out more?

Book an appointment to see an advisor today

Book Appointment

Book now to get your appointment to discuss with an adviser.

Copyright © 2021. All Rights Reserved