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Asset Trust

Protecting your assets can be complex, and becomes more so if have several sources of income and looking to the future.

This is an identical ‘creditor trust’ to the Income Protection Trust, the only difference being how the assets are placed into the Trust and proof of asset ownership is required. There is no taxation on exchanging the assets to the Trust.

Fiduciary Funds can be made available for spending or investment and all purchased asset appreciation can grow tax free, even when sold (no capital gains tax). All assets are protected from creditors, divorce settlement, litigation or taxation.

An Asset Trust can provide a planned exit strategy for individuals or company owners which is exempt from tax on any future profits or gains by the use of statutory reliefs. It has a proven track record for over 20 years and involves no ‘tax avoidance’, nor does it require a DOTAS reference.

All HMRC enquiries are dealt with by our experienced lawyers and tax specialists. Any current mortgage lenders do not legally have to be informed, and there is no Stamp Duty liability when moving property assets into the Trust, making this ideal for ‘Buy to Let’ landlords, property developers and investors.

Above all else is the flexibility provided by the fact that you can enjoy the complete growth of your assets/property portfolio(s) as these investments can be sold free of capital gains tax, ensuring that your profit is not ‘wiped out’ by penal taxation.

Re-investments can also be made tax free and any asset sale proceeds also fall outside Inheritance Tax (Death Tax). All assets in the Trust are further protected from litigation, creditors, and divorce.

An Asset Trust Strategy

The Trust provides complete freedom of investment, and all Trust wealth is available, tax free, to beneficiaries upon death whilst you maintain full control of your assets in your lifetime. In addition to the above, further important benefits attach to the Asset Trust are:

  • protecting your main property and chattels against nursing home fees..
  • removing Capital Gains Tax (CGT) and Income Tax from investment portfolios typically made up of cash and equities.
  • How salary sacrificing money into superannuation can significantly reduce you tax liability.
  • selling a business – remove Capital Gains Tax (CGT) on disposal or sale of a business
  • Conversion of Existing EBT, FURBS, QROPS or Trusts

By using our Trust planning, we are able to safely move the existing assets into the Asset Trust, which will then provide a 100% tax free environment. We’re pleased to offer all new clients an initial consultation to explain in more detail what a trust is and how it works, and an even offer advice on a number of different wealth management topics, such as inheritance tax, corporation tax and personal tax.

To learn more or to arrange a no-obligation chat with a member of our specialist team, then simply call us on 0333 444 0820 or email us on admin@ogilvy-haart.co.uk

Services
  • Asset Trust
  • Income Protection Trust
  • Rental Income Trust
  • Tax Planning
  • Inheritance Tax Planning
  • Bridging Finance
  • Fiduciary Management
  • CGT Planning
  • Personal Management Company
  • Fixed Monthly Income Bond
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If you require advice on tax planning strategies,
please request your complimentary first appointment.

get in touch

Suite 944, Kemp House, 152-160 City Road,
London EC1V 2NX

0333 444 0820

admin@ogilvy-haart.co.uk

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