Discover Ways to Protect your Assets from the Tax man! 
Learn about Tax efficient ways to protect your wealth in life and death

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Is your net worth more than £500,000 and you own a property? No matter your age or net worth, it is important to protect your estate. If you are unmarried and do not have a Will or Trust in place, your partner will have no legal right to your inheritance. This means that your wishes for how your wealth should be distributed will not be considered.

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Learn about Tax efficient ways to protect your wealth in life and death

Here’s What You’ll Learn...

 

What is a Trust Fund

 

How does a Trust Fund work

 

What are the benefits of a Trust Fund?

 

What are the risks of not having a Trust Fund?

 

How you can set up a Trust Fund

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So many people die without a Will, thinking they are too young to have one. However, you are never too young and it is never too late! Make sure the Taxman doesn’t take the last of all your hard work by writing a Will as soon as possible. 

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Putting a plan in place now will ensure that your assets are protected and that your loved ones are taken care of according to your wishes. If you have significant wealth, a Trust can be an especially powerful tool for protecting your estate. Trusts can help to minimise taxes, protect assets from creditors, and more.

 

Many people die without a Will, thinking they are too young to need one. However, you are never too young to protect your wealth. If you pass away without a Will, your assets will be distributed according to the rules of intestacy, which may not be how you would have wanted them to be distributed. In addition, your loved ones will likely have to pay inheritance tax on your estate, which can reduce the amount of money they ultimately receive. The most efficient way to protect your wealth and ensure that most of it goes to your beneficiaries is to create a Trust. A Trust can help to reduce the amount of inheritance tax anyone will have to pay, and it can also provide guidance on how you would like your assets to be used after your death. As a result, it is an essential tool for anyone who wants to protect their hard-earned wealth!

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