Asset Protection Guide

Free Asset Protection Guide:

Create a firm financial foundation for the generations of your family – Asset Protection Secrets Revealed.

These are the asset protection secrets that have created and maintained family wealth for the few for a thousand years… (the history of trusts is in italics)

Back in the days of the Crusades, the knights and others going away for many years had to leave their lands and wives for someone else to look after.  In those days, that meant that legal title passed to the friend.   When (if ) the knight returned, some of the “friends” wouldn’t return the lands to their true owners, so the returning knight had to petition the King (through the Lord Chancellor) for justice.   This resulted in the development of “trusts” created by the knight (the “donor”) and managed by the “trustees” – the friends – on behalf of the donor.

Since then, the wealthy have used trusts to preserve and harness wealth down the generations.   Now you have the chance to do the same thing – read our free Asset Protection ebooklet mainly for those approaching or past the age of 60 (or with parents over 60).  Or those with risky careers!

BUT – if you are younger – we have a version for you too – just ask.

We’ve now summarised the main asset preservation and creation points so you can read them in our little booklet. A few minutes that could make more difference to your family than anything else you have ever done for them.  The Family Bank© could be a godsend for your children, grandchildren, great grandchildren and more.

From an online conversation: “ My father went into a nursing home in November last year. Only now have we been given the final figures about what we have to contribute to his care. And it has left my mother only just able to afford everyday bills. By planning ahead my father could have alleviated a lot of the problems. However he never felt that he was old or accepted that he would get ill (he is currently 93 and even in summer last year the doctor gave him a clean bill of health – bit of a joke as he already had dementia then but the docs didn’t spot it) so he would never have done it anyway. My husband and I, as a result of the last 6 months, have taken the difficult step and discussed how we should prepare for this should it happen to us. It’s a morbid conversation and makes you realise how much time you really do have on this planet to make a difference. But I feel better for having it.”

 ORDER YOUR free COPY   Printed copies.

Helping future generations Helping future generations

Asset Protection Secrets – protect your home from creditors

and look after your children and grandchildren.

As professional advisers, we have dealt with thousands of clients, some just like you, so we know how to help, so request your copy below, free.   

ORDER YOUR Asset Protection Guide CLICK HERE

If you are a
financial adviser, please CLICK HERE

Would you like to find out how?

Asset Protection, Community Care Tax and Protective Trusts  -  Free guide to save your family from contributing more than necessary to the £1,000,000 + paid accidentally in Community Care Tax every week.   Save money on probate, save your home going to a new family and MUCH MORE.

PS – you will also learn how to avoid £10s of THOUSANDS of pounds being plundered from your estate (and not reaching your beneficiaries) – needlessly. Put a stop to this exploitation it in a few minutes!

This is the information on Asset Protection and Community Care Tax that your Local Council doesn’t want too many people to hear about, written in a way that will enable you to work through the tips and plan how to save Community Care Tax and pass on your wealth to your family or other beneficiaries instead of giving it to the Local Council – and it is easy.

Our guide is written in straightforward plain English.  It is a practical guide on asset preservations for the layman.  (And much more: what could be better than setting up a discretionary family trust funds to benefit future generations?)

Local Councils “inherit” up to around 70,000 homes a year – that is right, 70,000 family homes a year are sold by Local Authorities to pay Nursing Home fees, depriving 140,000 or so children and around one million grandchildren and great-grandchildren of vital inheritances which could have paid for University Fees, deposit on first home etc etc.

Who do you want to inherit your home and savings?

If the answer is “my family” or “my favourite charity” – you need to read our booklet.

Secrets you will learn…..

> How to protect your home from the Local Authority.

> How to ensure YOU chose who manages your finances if you can’t (leaving it to the Courts is very expensive and their choice may not be yours.)

> When giving it away won’t work.

> How to ensure doctors can ask you opinion – even if you are in a coma
(it’s not magic, just a little known Legal Planning strategy!)

> Why much existing planning will FAIL!

> How to  write or amend a Will to save Tax after death.

> Avoid breaking the rules on giving - it is much stricter than you think!

> Help your Executors and save a small fortune.

> How to avoid a costly Tax Investigation of your Estate.

> Learn that real independent, affordable help is available in choosing a good residential care or nursing home – many are NOT good.

> Learn how  Community Care Tax remains substantially a Voluntary Tax, payable by those who haven’t read my book…….

and more Tax Saving and Legal Planning Tips than you have dreamed of… (see below for more…..)

  Asset Protection Guide.

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