professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Trusts

Taming IHT: The relevant property regime and discretionary trusts

Tax planning

Taming IHT: The relevant property regime and discretionary trusts

IHT mitigation remains a driver for the creation of trusts

clock 12 September 2024 • 6 min read
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
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=trusts