Category Archives: Trusts

Bonds as Trustee Investments

An overview of how bonds are taxed when held in trust, including who is assessable to income tax on any chargeable event gain depending on the type of trust created.

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Reasons to Create A Trust

An overview of some of the key reasons why an individual would choose to create a trust.

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Intergenerational Planning

The importance of advisers taking an intergenerational approach to estate planning. Opportunities to engage up and down the generations powered by adviser know-how and effective, appropriate communication.

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Legal Fundamentals of a Trust

Consideration of what is required to ensure that a trust is correctly set up and who are the key parties to a trust.

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Trust Registration Service

What the new trust registration service means for financial services related trusts.

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Wills Reform: Law Commission Consultation

The Law Commission has issued a consultation into the reform of the law of wills taking account of modern technology and practices.

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Protection & Estate Planning

Some recent adviser research carried out by Technical Connection reveals that concern over access and control are two of the main impediments to estate planning being carried out . Tony considers ways in which these concerns may be overcome and especially the role that appropriate protection policies in trust might play.

Looking at the new proposals for taxing discretionary trusts

A Fairer way of calculating trust charges (the 3rd consultation) sets out a new basis for applying inheritance tax to discretionary trusts. Whatever is implemented in legislation next year will apply to trusts created on or after 7th June 2014 .There’s a need for advisers to consider how various financial product/trust combinations will be affected.