How to Asset Protect your Clients

Following our previous post on Mortgage Broker Client Services, an update to the Kingswood Law success story with The Asset Protection Strategy has been featured in Mortgage Solutions on-line (you need to register to access the article so we have included a synopsis below).

Toby Clement of Kingswood Law started actively promoting wills and trusts services in 2009 because his core business as a mortgage broker was 'taking a hit'. At first, he found the study and training was a challenge but he continued with dogged determination and boosted his income by approximately £60k during the first six months of 2010 by offering asset protection solutions to his clients, helping them to protect their wealth in the long term, across generations, from erosion by external sources - including HMRC - completely legally.

For clients, The Asset Protection Strategy (TAPS) provides peace of mind by setting up wills and trusts to suit their circumstances and wishes.

For brokers, TAPS is an opportunity to increase revenues by providing an additional service to both existing and potential clients. TAPS provides the expertise so that brokers do not have to prepare the legal documents or be responsible for any technicalities. The FSA does not regulate wills and trusts and formal qualifications are not required by the broker.

More information can be found on The Asset Protection Strategy website.