Looking to protect your own wealth
We create Trust solutions that protect your assets and keep them within your family bloodline. We stop wealth eroding through the generations and save payment of unnecessary tax.
Looking to protect your client's wealth
We create Trust solutions to direct and protect your client’s wealth by keeping it within the bloodline and protecting it from eroding through generations. We will help you by providing you with ongoing advice, support and training.
All licensees will have exclusive access to our dedicated licensee portal. Here you will have a range of support information including presentations, case studies and templates to enhance your knowledge and simplify your administration.
Who are Solidus?
We are a leading Estate Planning and Trust Services company working directly with Estate Planners. Our mission is protecting inter-generational wealth transfers. We create Trust solutions which are designed to protect people's wealth, ensure it is kept within the family bloodline and save people tax.
We have developed a reputation in our field for providing unrivalled wealth protection services which complement current financial advice. We work with hundreds of leading Estate Planners across the country and provide them with ongoing training and support, so we know that they are able to give their clients the best financial and estate planning advice.
Deed of Variation
Use this if you are a Beneficiary and want to make changes to your entitlement from a will, such as putting it into a Trust for tax benefits and protection from third party claims.
Solidus Trust Plan
Use this Solution for bloodline protection, such as third party claims, and for flexibility and control on how the assets are released, as well as potential saving on Inheritance Tax.
Multiple Bond Trust
Use this Trust as a part of effective tax planning and long term asset protection, including protection from third party claims and next generation tax benefits.
Protective Gifting Trust
Use this Trust to protect lifetime transfers of assets to your loved ones with the tax benefits equalling £40,000 for every £100,000 directed through the Trust.
What is a Trust?
A legal agreement where one person agrees to look after the asset of another person to benefit a third person.
Do I need a Trust?
If you have a Pension, Death in Service, life cover or even a modest estate, you or your family is likely to benefit from one or more Trust Solutions.
What can Trusts do?
Trusts can help protect inter-generational lifetime and deathtime wealth transfers. Legitimate protection benefits against claims such as divorce or care fees can be realised. Trusts can help reduce the unnecessary payment of some inheritance tax.
Use this Trust to help protect your life insurance lump sum paid out from social impacts such as divorce or re-marriage or third party claims such as local authority care fees.
Asset Preservation Trust
Use this Trust to help direct your death in service and pension benefits to where you want them to go and protect them against social impacts such as divorce or re-marriage and remove/reduce the tax paid on them.
Beneficiary Protection Plan
Use this Solution to protect the assets left to the next generation from third party claims and give flexibility and control on how the assets are released, as well as tax benefits.
Registered Licensee Advisers
Of Wealth Protection
11th Annual Conference 2021
Trusts Created Every Year