Trusts

Estate planning

John Humphreys: Trusts, trust and family wealth planning

IHT understanding 'pretty poor'

clock 03 July 2018 • 5 min read

Adviser tips

Kirsty Mears: Advisers should focus on the pensioner income gap

Later-life planning

clock 24 May 2018 • 3 min read

Tax planning

Henny Dovland: Intergenerational financial planning explained

Keeping it in the family

clock 27 March 2018 • 5 min read

Your profession

Three things your clients may call you about this week …

What made financial headlines over the weekend?

clock 04 February 2018 • 3 min read

Managed solutions

St James's Place removes manager of Balanced Managed fund

GMO and Jennison Associates appointed

clock 29 January 2018 • 2 min read

Investment

OMI launches flexible access Select Lifestyle Bond

Builds in IHT efficiency

clock 11 December 2017 • 1 min read

Regulation

The regulation that could prevent trusts from trading

Estimated 160,000 trusts could be affected

clock 10 October 2017 • 3 min read

Tax planning

Scarlett Musson: Wills and probate clinic - equity release

Joint tenants or tenants in common?

clock 06 July 2017 • 3 min read

Tax planning

Paul Wilcox: No deliberate deprivation here …

Gift and loan arrangements

clock 22 May 2017 • 4 min read

Tax planning

Advisers look to professional connections to boost IHT capabilities

Almost 20% not confident on IHT - research

clock 19 May 2017 • 3 min read
Most read
01

Sunak's IHT removal rumour sparks cautious optimism

25 September 2023 • 4 min read
02

AIG/Aviva deal sparks adviser concern over market consolidation

25 September 2023 • 3 min read
03

How clients can beat the squeeze with tax-efficient gilts

26 September 2023 • 4 min read
04

FCA and PRA launch consultation to improve D&I in financial services

25 September 2023 • 4 min read
05

Timeline secures £10m funding to double £3bn AUM size

25 September 2023 • 1 min read