Asset Protection using smarter strategies

Income Planning is one of our tactics to protect the asset that often pays for all the others, i.e. a companies’ trading profit.  This is to deal with uncertainty; HMRC are always challenging solutions.  

How to structure income so that in the worst case there can be no penalties?

The “Reasonable Excuse Defence”. Everything we do is Counsel led.  All advice is personal, i.e. a smarter strategy for both the individual and the trading entity.

Owners of appreciating assets, particularly property portfolios, have sought asset protection solutions against IHT for decades; there is an efficient and timely solution.

Using statutory reliefs (i.e. where no taxes  apply) we can seamlessly transfer the ownership of the asset to a New Company in return for shares in the New Company.

The process can stop there – or continue with the transfer of ownership of the shares to a Trust. This lies outside the landlords estate and is therefore exempt from IHT.