Family Asset Protection Trust
Family Asset Protection Trust Planning
A specialist trust planning package for homeowners and families, considered only after a thorough assessment of your circumstances, objectives and technical suitability.
The package
What the package may include.
The Family Asset Protection Trust package is designed for homeowners and families where specialist planning has been assessed as appropriate. The exact components will depend on your circumstances and what the technical assessment recommends.
Package
Get in touch for a quote
Subject to suitability assessment. Third-party fees may apply. OPG fees charged separately.
Get in touch for a quoteImportant, please read
Trust planning is not suitable for everyone.
Any recommendation will depend on your personal circumstances, objectives and a technical assessment of your situation. We will not recommend a Family Asset Protection Trust without completing a proper suitability review.
We do not make promises or guarantees regarding the avoidance of care fees, inheritance tax, probate or any other outcome. The effectiveness of any planning depends on individual circumstances and how relevant legislation applies at the time.
Where we do not believe specialist trust planning is appropriate for your circumstances, we will tell you clearly and recommend the right alternative.
Talk to us about trust planning.
We'll start with the free What If? Test and a specialist planning review, before any recommendation is made.