Are your client’s victims?

Universal Wealth targeted people of retirement age convincing them to put their properties and savings into trusts to protect their estates from future care homes fees and inheritance tax.

These trusts leave clients with unforeseen problems – a hefty Capital Gains Tax bill on sale of their property.

Roger and his wife Jackie attended one of the Universal Wealth ‘keep it in the family’ seminars in Sheffield, it was here they signed their home into a trust scheme, which almost lost them a substantial amount of their estate – 30 years of work, intended for their sons.

If you have a client who has been affected, refer them over and we will provide a free review of their trust documents.

Taking back ownership

We have been working with former clients of Universal Wealth to remove their properties from the trusts and therefore remove any Capital Gains Tax liabilities.

Our success with the first reported Universal Wealth case where a charge prepared by Universal Wealth was set aside by the Court has resulted in our firm representing a number of victims.

Following the initial success, we have now successfully seen two of these cases through, resulting in the desired outcome for both of our clients.

The outcome of our work has been such that the legal charge registered against our client’s properties has been set aside therefore negating the significant tax consequences that go hand in hand with these charges.

If you have a client who has been affected, refer them over and we will provide a free review of their trust documents.