Asset Defence

Asset Defence

Our Asset Defence service aims to ensure you receive the maximum value of any inheritance your own parents or others might want to leave you, and how in turn we can help you to safely leave an inheritance to your own children and other loved ones.  

Asset defence strategies include –

  • Inheritance Tax planning
  • The making of lifetime gifts
  • Trust planning and administration
  • Wills and property trusts
  • Investing to minimise any liability to pay care home costs


If you are concerned about an inheritance you hope to receive or one that you hope to leave to others, the sooner you consult us the more effective our work is likely to be.