Trust Registration Service: A hidden opportunity for advisers?

More than a registration exercise

clock • 6 min read

Dave Lardner explains why the Trust Registration Service can be a useful tool to deliver value and identify additional advice opportunities...

Despite changes in legislation, trusts have remained a constant tool for financial advisers providing estate and tax planning advice to clients.  They can help clients manage inheritance tax, control how assets are distributed, and provide protection for future generations. Upcoming changes to IHT on unused pensions in 2027 is increasing the demand for estate planning advice. Trusts are now being considered by more advisers and clients, concerned about the impacts of the changes.  The regulatory environment around trusts has changed significantly in recent years by the expansion of th...

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