Trusts & Asset Protection

As your life changes, it is important to ensure that your finances continue to meet your needs. The structures into which you transfer your assets will have lasting consequences for you and your family. Succession planning enables a smooth transition to the next generation and enables you to minimise potential tax liabilities.

Trusts are generally set up for tax planning or asset preservation purposes. They give capital gains tax and inheritance tax advantages but the rules are inevitably complicated.

Most people are determined to protect and save what they have. Business owners are exposed to banks and creditors, homeowners to personal debt, family disputes, separation and divorce.

Trusts are designed to protect your assets from these perils and pass on your inheritance as part of the succession planning. This ensures your home and assets go to those you wish. You will have complete access and control over your trust assets during your lifetime, which provides flexibility for your changing needs.

Advanced Asset Consultants can help you choose appropriate trusts to protect your assets and give your family lasting benefits in an uncertain world, enabling you to pass your assets on to your beneficiaries in the most tax-efficient way.

If you have any further questions or would like to discuss your personal circumstances, please contact us and we will guide you to the right solution.

Financial Guides

May/June 2017 Magazine

May/June 2017 Magazine

Road To Brexit - Biggest investment planning challenge over the coming years for all investors

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Factsheets

A Guide to Retirement Planning

A Guide to Retirement Planning

How will you ensure you achieve the retirement lifestyle you deserve?

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News + Media

Tapering of annual allowance for high incomes – adjusted and threshold incomes

Wednesday May 31, 2017

This measure restricts pension tax relief by introducing a tapered reduction in the amount of the annual allowance for individuals with an adjusted income of over £150,000 and a threshold income over £110,000. Key facts The annual allowance will be reduced for individuals who have ‘adjusted income’ over £150,000 a year. The reduction in the …

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Check the FCA Register-Scam Advisers looking to get your pension

Friday April 28, 2017

pensions, pension planningConventional wisdom points to defined benefit schemes as the gold standard of retirement provision. This position is also held by the Financial Conduct Authority, which has led to the majority of financial advisers opting out
of providing advice in this area. Those ‘specialist’ firms that do provide advice are typically reliant on the Critical Yield Method. …

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Pension freedom withdrawals cut through £10bn barrier

Wednesday April 26, 2017

More than £10bn has been accessed flexibly since the introduction of pension freedom in 2015, the latest HM Revenue & Customs statistics have shown. A total £1.59bn was flexibly withdrawn in Q1 2017, the most in any quarter since Q2 2016 and the second-highest figure seen. More than 390,000 flexible payments were made in the …

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£20k ‘death tax’: Government new Tax charge

Wednesday April 12, 2017

The Government’s dramatic increase in probate fees is attracting more outcry as it emerges the Ministry of Justice does not know how much it costs to handle an application for probate. From next month, a new system takes effect that will see the largest estates pay £20,000 in probate fees. Probate must be granted to …

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Registered in Scotland SC362302 Advanced Asset Consultants Ltd. is authorised and regulated by the Financial Conduct Authority FCA Registration No: 506551 The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK. This website is designed to provide you with general information only and does not attempt to give you advice on any particular investment or to recommend any particular investment to you. If you have any doubt as to whether a particular investment is suitable for you, you should contact Advanced Asset Consultants Limited on 0141 331 2434.

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