Estate planning

Phil Carroll goes through the different types of trusts available

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

Geoffrey Shindler goes through how different trusts can be used and the issues advisers need to bear in mind when using them

Q: I have a number of elderly clients who are interested in using discounted gift trust arrangements...

Julie Hutchison clarifies the issues surrounding making gifts out of income

Adrian Walker highlights the merits of spousal bypass trusts

Transferring nil rate bands between married couples may seem like a seamless process. However, Mark Wilkinson believes much preparation needs to be made to ensure the transfer runs smoothly

The complexities of modern life can place extra stress on inheritance tax planning says Andy Kirby

As an increasing number of Britons look to retire abroad Sarah Albury outlines the issues they need to consider if they are not to fall foul of inheritance tax rules

Paul Wright goes through the options available to clients looking to make inheritance tax provisions