Asset Protection & Tax Planning

Asset Protection & Tax Planning


If you wish to discuss your issue please call us on one of our local telephone numbers -
Newbury 01635 521212 / Swindon 01793 511055 / Wantage 01235 771234 -
or use the "Do you need help?" form on the left.


With the increasing complexity of families resulting from second marriages or relationships, cohabitation involving joint ownership of assets, the impact of care fees, and the effect of inheritance tax on an estate, there is very often a need to consider how to protect assets for the benefit of one or more people, especially on death. Planning ahead, especially through wills or lifetime trusts can help to address these issues.


Our experience has shown that most people would be looking to achieve at least two or possibly all of the following objectives:

  1. To ensure that you and, in the case of a couple, the survivor of you are financially secure for the rest of your lives.
  2. To try to protect as much of your estates as possible for the ultimate benefit of your children, grandchildren or other beneficiaries, especially in the event of the survivor of you needing care or remarrying.
  3. To try to protect particular assets for particular beneficiaries (for instance business assets).
  4. To try to save inheritance tax on death.

Our approach is to discuss your family, estate, your business (if you have one) and your priorities with you. We will advise you on appropriate ways to achieve your objectives and then prepare the necessary documents. As such, we work towards a solution which is tailor-made to your particular requirements.


Our specialists can advise on utilising business property relief and agricultural property relief for inheritance tax purposes, and can help you plan to pass your business down to the next generation.


We recognise that families and estates change over a period of time, and encourage a regular dialogue and an on-going relationship to review the arrangements which are put in place.


Getting started ....


Factsheets are attached which we hope you will find helpful. Completing the attached questionnaire will help us to identify matters for consideration.



Funding Care for the Elderly in England

Your Will and Your Business Assets - Partnerships

Your Will and Your Business Assets - Private Company Shares



Please let us know what we can do for you by filling in the "Do You Need Help? section on the left.