Family Asset Protection Trust
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Unit 7, Olympic Park, Olympic Way, Warrington, Cheshire, WA2 0YL
Monday – Friday: 09:00 – 17:00
Saturday – Sunday: Closed
Landline: 01925 859 622
Email: [email protected]
TrustDocs Training
At TrustDocs, we believe that our clients deserve the best possible service.
LIFETIME TRUSTS
What Is a family asset protection trust?
A Family Asset Protection Trust (FAPT) can provide further protection when your client’s total estate value requires access to the RNRB as well as the NRB.
How does it work?
Our process is quiet simple:
- We send you a TrustDocs Fact Find document to complete.
- You use the fact find to record your clients information.
- You send the Fact Find and relevant ID documentation back to us
- Your documents will be drafted by our highly trained team.
- They will be carefully reviewed to ensure compliance with your wishes and sent to you for approval within 10 working days.
Why should you choose TrustDocs?
- You will only receive high-quality documents, fit for purpose.
- Our Training Sessions are carefully designed to develop your skills and support you in achieving your business goals.
- We will provide regular updates on the progress of your documents, with a consistent and regular stream of communication.
- We will train you on how to promote the FAPT to your clients.
- Our Turnaround time is as short as 5 working days.
- TrustDocs Helpline is available to you 5 days a week 9 - 5 pm to answer any and all questions you might have, via phone or email.
- You will serve your clients with confidence knowing that our supportive in-house team are always available to advise you with any queries when dealing with complex cases.
- You will be able to increase your sales opportunities and profit margins.
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FAQS
Frequently Asked Questions
What is the difference between an FAPT and a SAT?
An FAPT gives the client more coverage for a larger estate. They can gain access to the Residence Nil Rate Band (RNRB) which is an extra £175,000 tax free transferable allowance for the distribution of their estate. Note that this is only applicable if the client has linear descent (including step and foster children).
