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What We Do

Sometimes it is necessary during a person's life to protect their assets from third party claims such as second marriage syndrome, loss of capacity, claims under the Inheritance Act, IHT, and other factors (including care home fees).

  • Advice

    We'll advise you on whether an Asset Protection Trust is the right thing for you.

  • Documents

    We'll draft the trust deed and help you execute it correctly so it is fully effective.

  • Transfer

    We'll transfer into the trust whatever assets it was that you wanted to protect.

Asset Protection Trusts (APTs) are complex and great care must be taken from both a legal and a tax perspective.

What It Means

Clarence Trustees will only recommend an APT if it is right for you.
If there is a better or simpler way of achieving the protection you seek, we will tell you.

  • In Your Best
    Interests

    As we always act in your best interests we only recommend an Asset Protection Trust if it is right for you.

  • Your Assets
    Protected

    Drafted by lawyers, you can be confident your Asset Protection Trust will achieve the protection you want.

  • Enjoyment
    During Lifetime

    Your Asset Protection Trust will allow you to continue to enjoy the assets you put into it until your death.

Next Steps

Planning your APT with Clarence Trustees couldn't be easier. In fact we have a simple, 3 step process that makes it hassle free and painless for you:

  • Free Meeting

    Have a FREE initial meeting with us to see if an Asset Protection Trust would be right for you. Telephone, Skype, or at our Southend or Hadleigh office.

  • Instruct Us

    In a second meeting, tell us specifically what assets you would like to protect and who you would like your trustees to be.

  • Your APT

    The trust deed for your Asset Protection Trust will be drafted and the assets requiring protection transferred into it.

Request a Callback

Telephone or email us, or use the quick form below to request a call back

Phone: 01702 333337 | Email:mail@clarence-trustees.co.uk

Useful Resources

  • The Background
    to APTs

    Find out about the pros and cons of Asset Protection Trusts including the legal and tax issues to be considered.

    Download Now
  • Trusts
    (An Introduction)

    Find out about the different types of trusts available, when to use them, how they are treated for tax purposes and the dangers and pitfalls to watch out for.

    Download Now
  • 7 Great Ways to
    Minimise IHT

    Having already paid tax on the income that builds our wealth, HMRC taxes our estate when we die. Find out how you could minimise your liability to IHT.

    Download Now

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