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Adept Asset Solutions

The Asset Protection Strategy

May 3, 2016

Five areas of concern that should be addressed when following The Asset Protection Strategy

Fundamentally there are 5 areas of concern for our clients when considering protecting their assets. By taking the right steps now to ensure the threats to your  Estate don't materialise you can ensure the value of your wealth will be maintained for generations to come.  

The video below is part of the advice process our clients undertake and is sent at outset as part of an e-mail linking our cloud based fact find.  Feedback from our clients is very positive as it helps our clients discuss their circumstances with close family members.  After all talking about Wills, Trusts, Care Fees etc is not the normal topic for a discussion over the family dinner table and can be quite upsetting.

We you hope you find this video useful too & and to know more simply call or email via Contact Us  page


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