Asset protection
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It’s important for you to safeguard your assets, giving you peace of mind. We can provide you support and guidance to ensure you protect your assets.
How we can advise you
We understand how important it is to our clients for their assets to be protected and managed in the most beneficial way possible.
Our wealth management team is experienced in advising on all aspects of methods to protect and enhance assets, and will help you decide on the best type for your needs.
Asset management structures such as trusts can be used to:
- Plan for your family’s future needs
- Safeguard assets for younger generations, including those yet to be born
- Preserve family wealth in the event of bankruptcy, divorce or incapacity
- Mitigate inheritance, capital gains and income tax
- Carry out long-term asset protection and estate planning
- Make and manage investments for young children or others who need support managing their own affairs
- Provide assistance for younger generations without passing on full ownership of assets
- Postpone an inheritance until beneficiaries attain a suitable age
- Retain a degree of control over family wealth after making gifts and even after death
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How our team will work with you
Our aim is simple: to deliver a service that allows our clients to protect, develop and ultimately pass on their wealth with complete peace of mind.
We believe in forming strong working relationships with our clients, taking the time to understand a client’s financial and family circumstances so we can offer clear, practical advice. In many cases we have acted for several generations of the same family, and much of our work comes from word of mouth referral from existing clients and other professionals.
As members of the Society of Trust and Estate Practitioners (STEP) we are at the forefront of legal developments and best practice in wealth management.
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Our clients
Our clients are mostly private individuals from the UK and overseas and include entrepreneurs, company directors, land-owners, fellow professionals and their families. We also act for trustees and charitable organisations.
We are invited by Camelot to provide advisory services to National Lottery winners.
Key contacts
