Shaken but not stirred

clock

Karen Barretto discusses the pros and cons of using discounted gift trusts.

The economic climate today is uncertain, we have seen a cocktail of falling asset values mixed with lower investment returns. Understandably this has caused more people to concentrate on preserving financial security for themselves and their family. Secondary to that will be the mitigation of inheritance tax. Is it possible to achieve both objectives? Estate planning often involves a person giving away assets during their lifetime, however once the gift is made, it cannot be called back. Outright gifts are straightforward but inflexible; if circumstances were to change, the gift cannot b...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

Women in Financial Advice Awards 2026: Nominations close today!

Women in Financial Advice Awards 2026: Nominations close today!

Awards to be held at Hilton Bankside in London

Professional Adviser
clock 08 May 2026 • 1 min read
'Quality is the golden thread' – why Benchmark won Best Advice Network

'Quality is the golden thread' – why Benchmark won Best Advice Network

PA Awards 2026 winner shares secrets to success

Professional Adviser
clock 29 April 2026 • 3 min read
Editor's message: When new beginnings come together

Editor's message: When new beginnings come together

Professional Adviser will be back on Tuesday

Jen Frost
clock 02 April 2026 • 1 min read