NU overhauls estate planning range

As part of a drive into the IHT market, NU will also publish a series of estate planning guides, as well as changing its application process. Discretionary trusts will improve on the flexible trust offering by being able to accept multiple asset types, including collective investments and cash, according to NU. A revised application system will also make it easier and quicker for advisers to create IHT-effective trusts, the group adds. "Effective trusts and estate planning do not need to be complicated and there are simple ways for advisers to help customers save tax and leave more mo...