Rob Noble Warren of Independence Financial Planners, says that small discretionary trusts do not always achieve the goals they were set up for
It was that period between Christmas and New Year when people were walking around Sloane Square without their usual pre-occupation, more free than usual to look around. At the top of Peter Jones, there is a restaurant overlooking London's roof tops, and it was there that my client, her brother and nephew met for an informal lunch. Mrs Wagner was 65, sprightly, and toughened by circumstance. As a Jew she had been moved to Poland, then to South Africa and then to England, fortune and calamity falling into her life with abandon. "I am thinking about helping the children," Mrs Wagner said "bu...
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