Asset Protection Services have existed in the UK for millennia; even in the Crusades, when knights left the country they would entrust friends to guard their assets and wealth until they returned. Slowly, this system turned into what we now know as trusts, with an established relationship between trustees, beneficiaries, and donors.

Modern asset protection comes in a variety of forms, but trusts are typically the preferred way for people to preserve their wealth and ensure that their family retains assets from generation to generation. Trusts can function alongside a will or instead of one (in parts) to ensure that properties and businesses are not lost or reduced due to Inheritance Tax Liabilities, probate, or various other processes.

If you would like to assess your options, it is essential that you work with an experienced and qualified trust professional to properly set up and manage your trusts, according to your own instructions. A trust is the most flexible family planning instrument and the best way to pass assets down to the next generation in a tax-efficient and protective way.

As with any financial decision, it is important to speak to experts and ensure that your family’s property and wealth is in good hands. Keystone Trust is a group of experienced and qualified professional trustees in London. Clients from around the country trust us with their life’s work and savings. We work with every client as an individual to find the solution that is right for you, while fulfilling both legal and ethical obligations. If you have any questions about how you can use trusts and whether they are a suitable option, please do not hesitate to get in touch with us.