Transferring your assets to a protection trust may seem like a good option to reduce Inheritance Tax or minimise care fees.
However, a recent report says that misleading claims have persuaded people to choose this route when it won’t help them.
Posts from October 2025
Generally, the UK’s high net worth individuals (HNWIs) have investable assets of over £1million or annual income of over £300,000.
These are the people we would once have called ‘millionaires’, which certainly excludes most of us. However, it’s estimated there are over 3million in the UK.