Category Archives: Trusts

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.