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The Asset Owner's Guide

Learn how to avoid the common tax traps of asset transfers and how to transfer assets without
paying a penny more tax than you need to.

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New 2021/22 edition released June 2021

What’s in the Asset Owner's Guide?

This Asset Owners’ Guide tackles three key issues:

  • What methods are there of protecting my wealth from outside threats? 
  • How can these be combined with the set-up of tax efficient arrangements? 
  • How can the transition to these arrangements be managed without triggering tax charges?

This 18,000+ word report also covers:

  • What is 'asset protection'
  • Limited companies as asset protection
  • Limited liability partnerships
  • The trusts solution
  • The inheritance tax barrier
  • Asset protection trusts
  • Offshore asset planning
  • Transferring assets
  • How to protect your retained profits
  • Trusts and capital gains tax

Who is the Asset Owner's Guide for?

This report is perfect for property owners, landlords and anyone with physical assets. 

This report will help you steer clear of the standard tax traps that catch out those owning assets.

The report will help you manage your assets tax efficiently so you can shelter your profits and learn more about the asset transfer process. The asset transfer report will help you learn more about transferring assets via property trusts and will give you more information on transferring assets using company structures to protect profits and legitimately avoid paying more tax.