Have your clients been affected by asset protection trusts?

Universal Wealth targeted people of retirement age convincing them to put their properties and savings into trusts to protect their estates from future care homes fees and inheritance tax.

These trusts leave clients with unforeseen problems – a hefty Capital Gains Tax bill on sale of their property.

Roger and his wife Jackie were former clients of Universal Wealth. One day back in 2015 they attended one of their ‘keep it in the family’ seminars in Sheffield.

On that day, they signed their home into a trust scheme, which almost lost them a substantial amount of their estate – 30 years of work, intended for their sons.

Do you have clients who have been affected by Universal Wealth or the Philips Trust Corporation?

If so watch our short film below which explains Roger’s story and how IDR Law resolved their issue at the Royal Court of Justice.

If you have client that may need our help, complete the contact form below.

Max. file size: 512 MB.

This field is for validation purposes and should be left unchanged.