Do you have a plan in place to ensure that your wealth passes to the right people at the appropriate time in a manner that provides asset protection and is efficient for tax purposes?
Ferndown Business Network member DB Consultancy use Asset Protection Strategies for those who wish to protect themselves and their family’s future inheritance. They use a tried and tested combination of Wills, Trusts and Powers of Attorney to cover the most common threats to wealth made up from homes, savings, investments, life assurances, pension plans & death-in-service benefits.
Wills ensure the most effective legal ownership of your home whilst setting up Trusts means that your assets are protected from the threat of:
- The financial burden of long-term care
- Future insolvency problems
- Children getting divorced
- Surviving spouse entering a new relationship
- Inheritance and other taxes
- Avoiding the delays associated with probate
- Legislation changes
David Booth, Director of DB Consultancy said: “We work closely with our clients to create a plan that suits their specific requirements. We put them in control of their financial affairs and provide them with peace of mind. Our approach also ensures that the people you choose can manage your financial and welfare affairs should you become unable to do so due to mental or physical incapacity. This important aspect of planning gives the ones you trust control of important decisions, rather than a government agency.”
DB Consultancy provide a full range of services and bespoke advice in all areas of Estate Planning including Wills, protecting wealth using Trusts, Inheritance Tax Planning and Lasting Powers of Attorney. Based in Ringwood, Hampshire we benefit from 30 years of experience in Wills and Estate Planning. We also work in association with The Countrywide Tax & Trust Corporation Ltd.
For help and advice on how best to protect your assets please contact David Booth at DB Consultancy on 07949 021118.