Asset Protection Trusts – practical and regulatory considerations

Asset Protection Trusts (APTs) continue to generate significant interest among clients seeking to preserve wealth, protect assets and plan for the future. However, they also remain an area of increasing regulatory and industry scrutiny, with concerns surrounding consumer understanding, suitability, potential risks and the way these arrangements are promoted and implemented. Privat client practitioners therefore need a clear and balanced understanding of how APTs operate, the circumstances in which they may be considered, and the legal, regulatory and reputational issues that can arise.

This webinar will provide a practical overview of Asset Protection Trusts, exploring their structure, common uses and the misconceptions that often surround them. The webinar will also consider current industry developments and provide guidance on how advisers can confidently and appropriately discuss, challenge and approach APT-related conversations with clients.

Topics covered include:

• What Asset Protection Trusts are and how they are typically structured
• Common use cases and why clients consider them
• Key risks, misconceptions and areas of potential consumer harm
• Regulatory, legal and reputational considerations
• Current industry focus, including the cross-sector initiative
• Practical guidance for advisers: how to approach, challenge or discuss APTs with clients
• What good practice looks like going forward