Five things clients will call you about this week

FIVE THINGS

clock

Here are five things your clients may have read in the national newspapers over the weekend...

Trusts The use of a trust, rather than a will, for inheritance tax purposes was the focus of a piece in the Telegraph at the weekend. It highlighted a recent case where a multi-millionaire businessman ran into trouble using a trust because his son tried to prevent his mother getting any of her late husband's wealth. In-house advisers A piece in the Observer, meanwhile, attacked estate agents' in-house mortgage ‘advisers'. It said that a ‘new trick' was emerging in the frothier bits of the property market whereby some agents are forbidding potential buyers from even visiting a propert...

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 Your profession

Tessa Lee: The invisible cost of poor client data

Tessa Lee: The invisible cost of poor client data

How can you improve data quality?

Tessa Lee
clock 23 July 2026 • 4 min read
Dean Proctor: Hopes and fears for the new PM and cabinet

Dean Proctor: Hopes and fears for the new PM and cabinet

Stability, simplicity and the chance to do things differently

Dean Proctor
clock 23 July 2026 • 5 min read
Should spousal maintenance be abolished? A modern perspective

Should spousal maintenance be abolished? A modern perspective

Making the case for abolition and retention

Amy Walpole and Karen Brennan
clock 22 July 2026 • 4 min read