Understanding trusts

clock

Jeremy Pearson discusses the pros and cons of choosing trusts

Do you feel the general public is now more aware of the need to make inheritance tax provisions? Yes, they are, but you have to have a lot of patience before they do anything about it! Estate planning business has always had a long lead time and the recent change that allows the transfer of nil rate bands and the recent drop in property and stockmarket values has seemingly extended this. Given the recent improvement in discounted gift trust discounts, hopefully estate planning will be being promoted more heavily by financial advisers. The key factor in increased awareness is through pre...

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

Trust Registration Service: A hidden opportunity for advisers?

Trust Registration Service: A hidden opportunity for advisers?

More than a registration exercise

Dave Lardner
clock 06 August 2026 • 6 min read
Burnham to lay out social care plans amid 'death tax' speculation

Burnham to lay out social care plans amid 'death tax' speculation

Could look to 10% levy on all estates, reports suggest

Jen Frost
clock 28 July 2026 • 3 min read
Probate fee to rise by 75% from mid-July

Probate fee to rise by 75% from mid-July

Broader client conversations on estate planning encouraged

Jaskeet Briah
clock 09 July 2026 • 3 min read