Estate planning

Making trusts easier to understand

AJ Bell's Rachel Vahey speaks at PA360 North

Second technical note

‘This has undoubtedly had a huge impact on planning for many clients’

'Further changes could be announced to pay for any shifts in policy'

More than a registration exercise

Could look to 10% levy on all estates, reports suggest

Broader client conversations on estate planning encouraged

Affluent individuals change behaviour

‘Any change drives advice’, head of advice says