Trusts and Asset Planning



All successful people need asset plans and the best time to consider asset planning is before anything goes wrong. Ask yourself, if I had a business catastrophe, would my family and I lose everything I have built up?

If a totally unexpected event happened to my business, would my family and I survive financially? You will recognise the importance of having an asset plan. Lowndes Jordan can help alleviate the potential impact of the unforeseen by developing strategies to protect what you have built up. We provide expertise in:

  • Asset risk management for businesses and individuals.
  • Management of spread of risk among business structures.
  • Protection of specific property.
  • Restructuring to prevent insolvency.
  • Protection of assets on insolvency or liquidation.
  • Succession planning.
  • Trusts, including discretionary trusts, special trusts and trading trusts.
  • Effective asset transfers between entities and family members.
  • Cross insurance management.
  • Advice to trustees on duties and powers.
  • Protection of clients from unexpected income and tax liability from asset transfers and gifting.
  • Restructuring of trusts, companies and partnerships.

Even when things have already gone wrong, it is still not too late to talk to us. We have often achieved excellent results for clients who regarded their positions as already hopeless when they first came to talk to us. But the best time is before that happens. Whatever your situation, if you are successful, it is imperative that you take stock and consider all matters relating to your business and personal assets. Come and talk to us about developing your asset plan.

All successful people need asset plans and the best time to consider asset planning is before anything goes wrong. Ask yourself, if I had a business catastrophe, would my family and I lose everything I have built up?

If a totally unexpected event happened to my business, would my family and I survive financially? You will recognise the importance of having an asset plan. Lowndes Jordan can help alleviate the potential impact of the unforeseen by developing strategies to protect what you have built up. We provide expertise in:

  • Asset risk management for businesses and individuals.
  • Management of spread of risk among business structures.
  • Protection of specific property.
  • Restructuring to prevent insolvency.
  • Protection of assets on insolvency or liquidation.
  • Succession planning.
  • Trusts, including discretionary trusts, special trusts and trading trusts.
  • Effective asset transfers between entities and family members.
  • Cross insurance management.
  • Advice to trustees on duties and powers.
  • Protection of clients from unexpected income and tax liability from asset transfers and gifting.
  • Restructuring of trusts, companies and partnerships.

Even when things have already gone wrong, it is still not too late to talk to us. We have often achieved excellent results for clients who regarded their positions as already hopeless when they first came to talk to us. But the best time is before that happens. Whatever your situation, if you are successful, it is imperative that you take stock and consider all matters relating to your business and personal assets. Come and talk to us about developing your asset plan.