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Wealth protection

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Wealth Protection Legal Services

At Wollens we understand that your wealth is not just about numbers—it’s about your hard work, your legacy, and your future. Our dedicated Wealth Protection Team provides tailored, expert advice to help individuals, families, and businesses safeguard their financial assets, ensuring that your wealth is protected for generations to come.

Why Wealth Protection Matters

In an ever-changing financial landscape, the need to protect your wealth is more critical than ever. Whether you’re looking to sell a business, protect business or agricultural assets, shield assets from creditors, reduce inheritance tax liabilities, protect family wealth from divorce, or plan for long-term care costs, our expert solicitors offer a range of legal strategies to meet your needs.

Without the right legal structure in place, your wealth could be at risk due to unforeseen circumstances such as litigation, changes in tax laws, or family disputes. Our team helps you navigate these challenges with confidence, providing peace of mind that your wealth is secure.

Our Comprehensive Wealth Protection Services

Our Wealth Protection team offers a broad spectrum of legal services designed to protect your financial interests, including:

  1. Asset Protection
  • Advice on business structuring to protect company assets
  • Strategies for protecting assets from creditors, lawsuits, or financial claims
  • Creation of trusts, including family trusts and discretionary trusts
  1. Inheritance Tax Planning
  • Tax-efficient succession planning for family businesses
  • Structuring your estate to minimise inheritance tax (IHT) liability
  • Use of trusts and lifetime gifting to reduce IHT exposure
  1. Wills, Trusts and Powers of Attorney
  • Drafting and reviewing wills to ensure all available Inheritance Tax reliefs are maximised and that your estate is distributed according to your wishes
  • Creating and managing trusts for asset protection, tax planning, family succession, vulnerable beneficiaries
  • Planning for incapacity through powers of attorney (for personal and business use) and living wills
  1. Divorce & Family Protection
  • Protecting wealth from potential claims in the event of divorce or separation
  • Prenuptial and postnuptial agreements to secure assets before or after marriage
  • Mediation and dispute resolution services for family-related wealth issues

Why Choose Wollens?

Our Wealth Protection team brings a wealth of experience, legal expertise, and personal insight to help you secure your financial future. Here’s why clients choose us:

  • Tailored Advice: We take the time to understand your unique circumstances and goals, providing bespoke legal solutions that align with your objectives.
  • Expert Knowledge: Our solicitors have in-depth knowledge of UK law, including the Companies Act, tax, trusts, estate planning, and family law, ensuring that we can offer you comprehensive advice.
  • Confidentiality & Discretion: We understand that your financial affairs are private, and we treat all client matters with the highest level of confidentiality and discretion.
  • Long-Term Relationships: We don’t just offer advice—we build lasting relationships with our clients, offering ongoing support and guidance as your wealth grows and evolves.
  • We are proud to be recognised by The Legal 500, which evaluates law firms worldwide through annual research and client satisfaction assessments. Our ranking as a leading firm reflects our commitment to excellence and exceptional client service.

How We Can Help You

Our Wealth Protection team is here to guide you through every step of the process, ensuring that your wealth remains secure no matter what the future holds. Whether you’re looking to protect personal assets, business interests, or plan your estate, we provide robust, comprehensive, thoughtful, and actionable legal strategies that you can rely on.

Protect Your Future Today

Don’t wait until it’s too late to protect your wealth. At Wollens our Wealth Protection team is here to help you plan and secure your financial future. Contact us now to get started.

Contact Us Today

To discuss how we can help you protect your wealth and secure your financial future, get in touch with our Wealth Protection team today.  Contact us via phone at 01803 213251, email at [email protected], or complete the enquiry form to arrange your consultation.

{“The team at Wollens helped us navigate a complex inheritance tax situation with expertise and care. We now feel confident that our family’s wealth is secure for the next generation.” —  London
5
{“I approached Wollens for advice on protecting my assets after my divorce. They provided practical, clear guidance that put my mind at ease. I highly recommend their services.” — Manchester
5

Contact Us

North, South, East or West. Wherever you are, we’ve got you covered. Contact us today for an informal chat, without obligation. We look forward to hearing from you.

South Devon:
01803 213251

Exeter:
01392 274006

North Devon:
01271 342268

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