Welcome to MB Asset Protection in Warwickshire
Wills
Trusts
Business Protection
Care Cost Help
Power of Attorney
Consultations
Inheritance Tax Planning
Financial Services
About us
MB Asset Protection is an established company specialising in estate planning services, covering Wills, Lasting Power of Attorney, Trusts, Probate, Inheritance Tax Planning, Care Cost Advice, Property Protection and Business Protection.
Sometimes having just a Will is not enough to provide protection to your hard earned assets. If you want to eradicate the uncertainty of where your assets may end up when you pass away, MB Asset Protection will be able to help.
Mission Statement
MB Asset Protection is the leading estate planning specialist with knowledge unparalleled. Our intention is to guarantee we protect you and your loved ones today, for a safer tomorrow.
We believe success is putting our clients at the centre of what we do, ensuring your aim is our objective.
Consultation
Whether you want to ensure your family home goes to your desired person, or you have a small business that you want to protect, or maybe you require some advice for a family member that may be entering care, MB Asset Protection can help.
MB Asset Protection also offers extensive Probate services. We offer an empathetic consultation and provide you with as little or much service that you may require when dealing with the administration of an estate.
Introducing our services
MB Asset Protection can offer a thoroughly empathetic service in assisting you with the administration of the estate of your loved one. We understand that this can be the most stressful and emotional time of your life and dealing with all of the legal and tax processes can add to this already crucially difficult time.
Inheritance Tax Planning can be crucial to protecting your assets for your loved ones future. MB Asset Protection can help you utilise your tax allowances in the most effective way possible, ensuring none or as little as possible is paid upon your death. As you may be aware the current Nil Rate Band (the tax free allowance) is £325,000. Inheritance Tax is then due at 40% on all in excess of this amount.
Settling a Trust as early as possible can be paramount to protecting your assets for reasons more than mitigating taxes. We understand how important it may be to ensure your assets are protected for generations to come. Entering a care home can inflict a financial burden to the extent of almost eradicating all of your finances. MB Asset Protection have a vast level of experience in helping to protect assets where the results of the effective planning have become evident years later, once that person has unfortunately required the use of professional care.
There are two types of Lasting Power of Attorney (LPA). One is for Health and Welfare and the other is for Property and Financial. A LPA allows you to appoint someone to make decisions, depending on the category that you have elected them for, should you become unable to make decisions for yourself.
Protecting your business is just as crucial as any other asset. Many people do not realise that by creating just a simple Will, may be fundamentally catastrophic to their business. As a Director, you may not want the family members of a Director who has passed away to come in and start making vital decisions, in place of their lost loved one, as they now own their shares in the business. This will be the position, should you not assess your business’s needs.