professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Estate planning

Estate planning

Planning ahead

Gerry Brown discusses inheritance tax planning

clock 01 March 2009 •

Estate planning

Understanding trusts

Jeremy Pearson discusses the pros and cons of choosing trusts

clock 01 March 2009 •

Estate planning

Trusting in the options

Stephen Hamp discusses the pros and cons of using different trusts

clock 01 March 2009 •

Estate planning

Getting the process right

Setting up trusts can be a complex process and advisers need to ensure they get the whole process right. Geoffrey Shindler discusses the issues advisers need to bear in mind

clock 01 March 2009 •

Estate planning

A little discretion please

Geoffrey Shindler takes a detailed look at discretionary trusts

clock 01 February 2009 •

Estate planning

Keeping up with the changes

As inheritance tax legislation evolves there has never been such a need for good quality advice says Phil Carroll

clock 01 January 2009 •

Estate planning

It's all part and parcel of inheritance tax

Paul Wright goes through the different roles trusts can play in inheritance tax planning

clock 01 November 2008 •

Estate planning

AIMing to alleviate IHT

Chris Boxall highlights how investing in the AIM markets can bring important inheritance tax mitigation benefits

clock 01 November 2008 •

Estate planning

Locking your money away in different trusts

Phil Carroll goes through the different types of trusts available

clock 01 October 2008 •

Estate planning

Maintaining standards for offshore assets

Andy Kirby looks at how the EU's Green Paper on succession and wills and assesses how it could affect the way advisers work with clients owning offshore assets

clock 01 October 2008 •
202122
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=estate planning&page type=listing page