Asset Protection
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Asset Protection
Asset protection is designed to shield your wealth from unforeseen creditors and liabilities.
Through our proactive approach, we work closely with you to understand your financial landscape and identify potential risks. Whether it’s through the creation of trusts, restructuring of business entities, or investment in protected assets, we offer robust solutions tailored to your specific needs.

Our Asset Protection Expertise
Trusts
When you establish a trust for asset protection, you are effectively placing your wealth under the management of a trustee, which can create a legal barrier between your assets and potential claimants.
Discretionary Trust
With a discretionary trust, you entrust assets to the care of appointed trustees, who have the discretion to distribute income and capital among a class of beneficiaries according to the trust's terms.
Bare Trust
Bare trusts, often known as simple or absolute trusts, represent the most straightforward form of trust arrangement. Through one, the trustees hold the assets for the beneficiary, who has the right to take possession of the trust assets at any time if they are over 18 years old (in the UK). This type of trust is often used for passing assets to young people, allowing them to benefit at an age where they are deemed capable of managing their own affairs.
Safeguarding Your Wealth
In a life interest trust, you grant a beneficiary the right to receive income from the trust during their lifetime, with the principal preserved for eventual distribution to the remainder beneficiaries. This type of trust is particularly beneficial for blended families or when you want to protect the capital for future generations while providing for a spouse or partner.
When you create an irrevocable trust, you are transferring assets into a trust that cannot be altered, amended, or revoked after its creation. This act of transferring assets can reduce your taxable estate, protect your assets from creditors, and provide for beneficiaries in a manner that is not directly affected by future changes in your circumstances or wishes.
With a revocable trust, you have the freedom to modify or dissolve the trust as your circumstances or intentions change. This flexibility ensures that your estate planning can evolve with your life’s journey, whether due to changes in family dynamics, financial situations, or personal wishes.
Ideally, asset protection should be considered well before any potential claims or liabilities arise. Proactive planning allows for the most effective implementation of protective measures.
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