Asset Protection Services

Protecting your assets for the benefit of your loved ones is a very sensible thing to do. We can help you to protect your assets working within the current legal framework

How We Can Help You With Asset Protection

We offer a range of services to help you, including:

  • Professional Drafting Of Your Will
  • Severing joint ownership of a property/setting up a Discretionary Will Trust
  • Carrying out Lifetime Asset Protection Trusts which would have the effect of seeking to protect your assets against Local Authority Contributions

Twelve Reasons to Effect a Lifetime Trust

Lifetime Trusts can be a very effective method of protecting and preserving your assets. Here are 12 reasons why you might consider a Lifetime Trust:

  1. Reducing or eliminating Inheritance Tax as appropriate
  2. Going into business, particularly if that venture is of a risky nature looking to protect their assets
  3. Sole proprietor or in a partnership to protect against possible negligence claims or debt
  4. To preserve and protect assets and the income where DWP Means Tested Benefits or Local Authority Means Tested Care Provision relating to the Beneficiary
  5. To seek to avoid the need for Grant of Probate and any delays that may be caused or seek to reduce the costs (dependent upon what assets are in the Trust)
  6. To seek to avoid as far as property and financial assets are concerned the need for the Court of Protection to be involved
  7. With regard to a property to seek to pass on the responsibility for maintenance, upkeep and repair of your home or other property
  8. Bankruptcy
  9. Protection of sideways disinheritance for example where the Spouse dies leaving everything to the surviving spouse who also then subsequently dies, remarries without making provision in a Will and by default the Estate could be lost in whole or in part
  10. Protection with regard to division of assets in divorce
  11. Protection against Inheritance claims by dependents
  12. To seek the legitimate avoidance of paying a contribution to Local Authority Means Tested Care Home fees (where NHS provision is not applicable and the Continuing Care Funding or Section 117 Funding or any other NHS funding)


Our costs are completely transparent. We offer a free initial telephone conversation to explain how we can help you and any costs involved. You can then decide if you would like us to help you, it is up to you.

Contact Us Today

To talk with us for asset protection advice or find out how you can use Lifetime Trusts, please call us for a free, no obligation discussion on 0800 142 2901 or complete our Online Enquiry.