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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

March/April 2019 Newsletter

March/April 2019 Newsletter

Life After Work - Planning for the Retirement you deserve

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Factsheets

Guide to Individual Savings Accounts

Guide to Individual Savings Accounts

The Little allowance with big potential

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News + Media

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The post Power of Attorney and Pension appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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The post What does good pension advice look like appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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The post Financial goal-setting appeared first on Investments, Pensions, Life Cover | Independent Financial Advisers | IFA's Glasgow | Advanced Asset Consultants.

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Better Safe Than Skint…

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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.