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“What Castle Gate don’t know about Legacy Planning, asset Protection & Trust Security isn’t worth knowing”

Welcome

We are Cross Border Asset Protection Specialists and in short, what we don’t know about Legacy Planning, Trusts and Asset Protection probably isn’t worth knowing.  

Our DNA consists of an extensive history in regards to providing our services exclusively to corporate institutions, public corporations and private companies. As our own company has matured, our help and advise has increasingly been sought by individual stakeholders and staff associated with our clients and it is for this reason that we have developed and tailored or product offering to facilitate and enable us to offer our services to the retail market.   (ie. You)

Our specialist team of International Will Writers, Lawyers and Legacy/Estate Planners have over 100 years of experience and are members of the prestigious UK organisation The Society of Trust & Estate Practitioners (STEP.) 

You can read further details about our team.

We consider that the consequences of not taking professional advise to ensure the safety of your hard earned estate are to great to risk, so whether you already have a Will and want to ensure that it is providing you with full protection or if you acknowledge that getting yourself organised is something that you should have dealt with already, contact us now so we can organise a free no obligation initial consultation.

Read our client charter.

Highest levels of Service

As our client we will help you take all necessary action to protect you and your family, your wealth and your assets and as such, at the very heart of our organisation is our relationship with our clients. We pride ourselves with offering superior levels of service including our convenient ‘in the comfort of your own home’ advisory service at no extra cost to you. (Subject to you living in a jurisdiction in which we operate). In fact the vast majority of our clients begin their relationship with us based on our free no obligation ‘at home’ confidential review service whereby we can help you to ensure that you are properly protected.

We consider it of utmost importance that you as our client know that you can pick up the phone as often as necessary (or at the very least on an annual basis) to inform us about any changes that may inevitably happen in your life.

Why? Quite simply because your Will may need updating to reflect any changes to your personal circumstances. Governments around the world change inheritance laws which impacts assets bequeathed in Wills, highlighting the need for people to update their Wills to keep pace.

On the basis that it can take as little as an hour a year to check that your Will still meets your needs why wouldn't you get the kettle on and invite us round for a review.

Rather than treat your relationship with us as a the provider of a reactive service, use our skills and expertise on a proactive basis and benefit accordingly.

Lets Start a New Journey Together

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