Knowledge is key

trusts

Professional Adviser
clock

Advisers can no longer afford to be locked out of the debate about the benefits offered by trusts, as Phil Carroll demonstrates

During the past 18 months, the trusts market has seen some of the most significant developments of the past 20 years. With legislation constantly changing and a number of high-profile cases, the need to understand what trusts can offer has never been so important. Whether advising in the high-net-worth arena or in the core mortgage protection market, there is a place for trusts to add value to an IFA's business and clients. Despite the constant changes, it is important to remember that the fundamental benefits of their use have not changed. Holding a protection policy in an appropriate tru...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Estate planning

Octopus Investments unveils IHT and estate planning helpdesk

Octopus Investments unveils IHT and estate planning helpdesk

Aims to provide clarity on tax rules and the legalities of estate planning

Isabel Baxter
clock 16 September 2024 • 2 min read
Lessons from Succession: Unlocking generational wealth

Lessons from Succession: Unlocking generational wealth

What advisers can learn from the Roy family...

Simon Rogerson
clock 14 August 2024 • 4 min read
Estate planning: Testamentary capacity in the spotlight

Estate planning: Testamentary capacity in the spotlight

'My top tip for futureproofing your will is follow the golden rule'

Nicola Bushby
clock 18 March 2024 • 4 min read