Currently two-thirds of the UK population don’t have a Will and fewer still have Trusts. The Asset Protection Strategy Ltd provides advisers with the initial training and ongoing technical & marketing support they need to be fully able to meet their clients needs in these vital areas of planning. Advisers will then be able to capitalise on the considerable business opportunities created. We have proven that we can provide a successful “front-end” to the legal people’s specialist technical expertise.
The Asset Protection Strategy is designed for those clients who wish to more fully protect themselves and their family’s future inheritance. It is for those who have worked hard to create wealth, even if most of that wealth is in their home. It is specifically designed for those clients who wish to ensure that the wealth they have created is protected as fully as possible now but for the future generations to come.
The Strategy uses a tried & tested combination of Wills, Trusts and Powers of Attorney to cover the most common threats to the asset base that most of us hold these days - our home, savings, investments, life assurance, pension plans & death-in-service benefits.
By setting up a Will the client can make sure their wishes are followed as directed and assets pass to who they wish them to, rather than as the Intestacy Laws direct. Trusts are established to ensure that those assets are then able to be passed on, protected for their client’s children and grandchildren - what we call Bloodline Protection.
The Asset Protection Strategy is an extremely professional service that will create real peace of mind for clients. It has also proven to link very closely with the more traditional life & critical illness protection cover arrangements, increasing protection business written for most advisers and providing a great basis of referral for pension & investment advice.