Our Wealth Protection service is designed to advise private individuals on the most tax efficient way to protect their wealth.

Wealth Protection

As a high net worth individual, why is it so important that you protect your wealth?

Professional tailored advice and careful planning can help to minimise your tax and protect your wealth. In addition, the government has recently made it clear that they wish to receive higher amounts of tax from high net worth individuals.

What are the dangers that can occur from not protecting your wealth efficiently?

Less monetary security

Secure the financial future of your family and loved ones by protecting and preserving the value of your assets.

No financial strategy in the event of ill health

Be financially prepared to deal with illness and needs for long-term care should they arise.

Diminished asset value

Ensure the full value of your assets is passed on directly to your heirs or intended recipients.

How can we help you?

Our wealth protection team have a great deal of experience in advising private individuals on the most tax efficient way to protect their wealth. We will advise you on all the relevant aspects of wealth protection using our broad knowledge of domestic and international trusts and foundations, private trust companies in local and offshore jurisdictions as well as manage the acquisition of suitable investments. Most importantly, we will ensure that the establishment and on-going management of your wealth protection affairs comply with the many rules surrounding investments, accounting, taxes and compliance. We will carefully consider your objectives at all times, structuring your assets in a way that ensures that they are preserved for you and your intended beneficiaries.

If you are interested in any of our services and would like to book a free consultation to discuss how we may be able to assist you, please contact Mike Conroy or Daniel Mould.

Mike Conroy

Mike Conroy
Qualifications: FCCA ACA CTA FFA FFTA
Position: Managing Director
Contact: mike.conroy@atcsolutions.com

Daniel Mould | Accountant

Daniel Mould
Qualifications: FCCA CMgr MCMI
Position: Practice Manager
Contact: daniel.mould@atcsolutions.com

Have a question?
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By working with ATC, we can stay in compliance with all tax regulations which enables us to focus on our workload.
Devreux Ltd Director