APT’s - Asset Protection Trusts

What price would you pay for peace of mind?

Over 100,000 family homes are sold each year to pay for the cost of long term care fees. With our help we can stop this happening to your home with an Asset Protection Trust.

The FACTS about Asset Protection Trusts (APT)

• APT’s protect your assets so only you decide what happens to them
• Anyone over 18 years old can set up an APT
• Assets held within this solution cannot be challenged by anyone
• There are no restrictions on selling your property, moving elsewhere or even downsizing
• If your spouse is in care you can still protect your assets or your share of them
• Assets within the trust can pass to further generations of the family without any future liability to inheritance tax
• You cannot set up an APT once you have entered care

MCA Tax Club Client Membership

• Platinum Club £750+VAT per annum
• 3 Meetings At MCA Per Annum
• Thorough Inheritance Tax Review
• Thorough Residential Care Fees Review For You & Your Parents
• 2 Additional Family Members Personal Tax Review
• Annual Personal Balance Sheet Completion
• Annual Personal Tax Return Completed

Gold Club £600+VAT per annum

• 2 Meetings At MCA Per Annum
• Basic Inheritance Tax Review
• Basic Review of Residential Care Fees Planning For You & Your Parents
• 1 Additional Family Member Personal Tax Review
• Annual Personal Tax Return Completed

Silver Club £400+VAT per annum

·         2 Meetings At MCA Per Annum

·         1 Additional Family Member Tax Review

·         Annual Personal Tax Return Completed

·         Basic Inheritance Tax Review