Tags – Keeping Assets Safe


You work hard and are proud of what you’ve achieved.

So, it’s only natural to want to ensure your hard-earned wealth and property are protected to safeguard your financial wellbeing and that of your family.

Life-changing events happen, and these can impact your asset distribution – marriage, divorce, business or personal relationship breakdown, illness, injury and even death. 

If, as a result of your hard work and/or good fortune, you have accumulated assets, it’s essential to have a plan in place to keep them safe.



Firstly, consider your objectives. 

For example, if we’re talking about investments or starting a new project, what are you expecting to happen?

How will you make sure that you achieve returns, e.g. through an effective digital marketing strategy.

Do you want any control over your assets as they grow?

Talking to an expert financial adviser will help not only with the above objectives but also with outlining your particular circumstances.

Such as:

  • Your domiciliary status
  • Your tax liability
  • The types of assets you want to protect, such as pensions, property, savings and shares
  • The location of your assets – UK or overseas?

With that in mind, here are a few ways we can help you protect your hard-earned assets:



One popular means of asset protection is to establish a Trust(s).

For example, if you’re buying a property with someone else, you might want to consider a Deed of Trust to protect your share of the property. 

Alternatively, you may want to set up a Trust to pass on any assets after your death and avoid inheritance tax. Trusts are a means of controlling when and who benefits from your investments. 



If you’re a property owner and have savings, then drafting a watertight will is a priority.

Getting the right financial and legal advice when drafting a will goes a long way in protecting your beneficiaries’ financial future after your death. 


Family Investment Company (FIC)

If you have investments, you could set up a limited company called an FIC.

This “holds” your assets and their income, which can then be distributed to anyone of your choosing. 


Power of Attorney

A temporary or permanent power of attorney gives someone you trust the authority to act on your behalf if you’re no longer able to do so for yourself.

This unfortunate event may occur as a result of illness or mental incapacity


Establishing a Limited Company

A limited company is a separate entity from you and any of your shareholders.

It protects you and any of your personal assets from any potential claims. 

Your financial adviser can help you establish a limited company and ensure you take all the right steps to get up and running.

Often, this includes setting up a separate bank account, business insurance, contracts and so on. 


A Final Word

As you can see, there are lots of ways to protect your assets.

If you’d like to find out more about which option is best for you, get in touch today for a no-obligation chat.


To learn more, get in touch with us today.


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