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 Magazine 2018

May/June Magazine 2018

Protecting your Estate for Future Generations: Many individuals find the Inheritance Tax rules too complicated.

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Factsheets

A Guide to Retirement Planning

A Guide to Retirement Planning

Creating the opportunity to enjoy your life after work

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News + Media

Better Safe Than Skint…

Monday April 30, 2018

Traditionally when retiring an annuity was purchased providing income throughout life providing longevity protection with over 700,000 pension holders accessing their pots, 17% of which have purchased some form of an annuity, not that surprising I hear you say. However, annuities purchased from existing providers (clients not using open market option) are still hovering around …

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Insistent Client- Defined Benefit Disaster

Monday April 30, 2018

There has been much discussion within the financial advice sector on the term “insistent client” ever more so with regards to Defined Benefits transfers and how this should be approached. Let me nail my colours to the mast from the outset. There is no place for “Insistent client” within the Financial Planning Profession for the …

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Stock Market Turbulence Is Normal

Monday March 19, 2018

state pension, retirement age, retirement planning, workplace pensions, starting a pensionDon’t let global uncertainties affect your financial planning for the years ahead. The overall direction of developed stock markets is a relentless and continual rise in value over the very long term, punctuated by falls. It’s important not to let global uncertainties affect your financial planning for the years ahead. Individuals who stop their investment …

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Can “DIY” pension be the best option for DB transfers

Monday March 19, 2018

I read with interest the rise in individuals managing their pension pots has increased from 5% to 30% since pension freedoms in 2015. Should there be concerns or is this just down to the general public’s view on financial planning, we read almost every other day that self-managing pensions are the best option, why pay …

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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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