Trusts

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

Your profession

Three things your clients may call you about this week …

What made financial headlines over the weekend?

clock 02 April 2017 • 3 min read

Tax planning

Clare Moffat: Why the spousal bypass trust remains a useful planning tool

Bloodline planning

clock 15 December 2016 • 4 min read

Tax Planning

IHT mindfulness: Helping clients escape an unexpected bill

Rising property prices could land many with IHT liabilities

clock 11 August 2016 • 5 min read

Protection

Business protection: Three things advisers must know

Top tips to help grow business protection portfolios

clock 30 June 2016 • 4 min read

Regulation

DWP cracks down on occupational pension exit charges

To give trust-based pension savers full access to pension freedoms

clock 26 May 2016 • 2 min read

Tax Planning

IHT planning: Using trusts to protect a second home

Trusts expert Jeremy Passmore shares his insights

clock 24 November 2015 •

Tax Planning

What advisers need to consider on multiple trusts

What advisers need to consider on multiple trusts

clock 29 January 2015 •

Tax Planning

Bare trusts: A halfway house for tax planning

Jeremy Passmore illustrates the benefits of a trust where ownership for tax lies with the beneficiary

clock 04 July 2014 • 5 min read

Protection

How to protect a legacy after equity release

How to protect a legacy after equity release

clock 29 May 2014 •