Trusts

Canada Life links with Zedra to launch trust service

Tax planning

Canada Life links with Zedra to launch trust service

Service to ‘relieve the onerous requirements for advisers’

clock 23 May 2023 • 1 min read
Discounting the discount: Discounted gift trusts explained

Tax planning

Discounting the discount: Discounted gift trusts explained

Trusts help planners reduce or eliminate their clients' IHT liabilites

clock 23 May 2023 • 4 min read
Legal insights: Family, assets, and the complexities of trust

Tax planning

Legal insights: Family, assets, and the complexities of trust

Legal insights on inheritance and tax planning scenarios

clock 19 April 2023 • 4 min read
Advisers express concern over client fines for negligent trust registration

Tax planning

Advisers express concern over client fines for negligent trust registration

Must be registered with TRS by 1 Sept

clock 11 August 2022 • 1 min read
David Downie: New trust registration rules explained

Tax planning

David Downie: New trust registration rules explained

Everything advisers and clients need to know

clock 30 September 2021 • 4 min read

Tax Planning

Amy Cole: How tax simplification is disrupting financial advice

Tax adviser turned life coach

clock 02 June 2021 • 4 min read

Retirement

Neil MacLeod: Beat the freeze - IHT planning using trusts

Interesting questions

clock 26 May 2021 • 5 min read

Estate planning

Kim Jarvis: In advisers we trust

Kim Jarvis looks at the expansion of the Trust Register Service in her latest article for Retirement Planner

clock 26 January 2021 • 5 min read

Companies

Terry Smith hands over day-to-day running of FEET trust to manager duo

Michael O’Brien and Sandip Patodia taking over

clock 22 May 2019 • 1 min read

Adviser / Broking

Aviva launches online trust application process for advisers

Via self-service portal

clock 07 August 2018 • 1 min read
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FE Fundinfo integrates Analytics and Cashcalc after 2021 acquisition

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Consumer Duty: What should advisers prioritise right now?

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Pensions dashboards deadline for schemes pushed back until 2026

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Why wealth won't insulate against financial vulnerability

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A day in the life of an adviser: Penzance-based Demi-Leigh Gilks

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