The Asset Protection Strategy

I wanted to alert you to a new service I am now offering called The Asset Protection Strategy.

Its purpose is to protect your wealth and assets via carefully constructed wills and trusts — and to protect them not just during your lifetime but for future generations.

Unbelievably, around 75% of people do not have a will, while a significant percentage of those that do will have an out-of-date or incorrectly executed will.  The result, in many cases, can be catastrophic, both personally and financially.

For example, did you know that if you have been married or divorced since you wrote your will it will no longer be valid?

And did you know that if both parents die without a will in place, the children, under UK law, will automatically be placed in care?

Also, there's a good chance your life insurance policy will not be written in trust.  This can not only result in your assets falling into the wrong hands but can also mean you lose your home.

If you have more than £23,000 in assets in the current tax year (09/10) then your home is at risk of being sold to pay for long term care.

This would NOT be the case if your home was written in trust.

A large number of people, of course, will have no life insurance in place at all, exposing all remaining family members upon death.

Thankfully, The Asset Protection Strategy was created to protect you against all these eventualities — and to do so with the minimum of fuss.

In fact, one of the biggest reasons most people don't have either a will or their life insurance policies written in trust is because of the complexity of the paperwork.  With The Asset Protection Strategy, that's no longer the case.   Working in partnership with a well established Trust company, the process of creating wills and trusts is simplified and easy to understand.

The Asset Protection Strategy covers five key areas:

• Marriage after Death – If you die your assets go to the surviving spouse. But what   happens to the assets if they remarry?
• Inheritance Tax – Help put a strategy in place to reduce potential liability and in many cases remove IHT altogether.
• Bloodline Protection – Make sure that once your children receive an inheritance, it cannot be attacked by divorce settlements or creditors.
• Long-Term Care– Should you need to go into long-term care, your house, if written in trust, will be protected from being sold to pay the bill.
• Life Insurance and Death in Service benefits – If you have life insurance or death in service benefits with an employer, where are the benefits paid?  Could this lead to a future IHT problem? What options do you have?

To arrange a free, no obligation meeting to discuss your circumstances and requirements, please reply by email or contact me directly on 0208 441 9422.

Call back within the next seven days and receive a £50 voucher towards the cost.

Best Wishes

Daniel Bloomfield

Please click on the links below for more information and for a chance to receive £100 vouchers