Trusts

Tax planning

Advisers look to professional connections to boost IHT capabilities

Almost 20% not confident on IHT - research

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?

02 April 2017 • 3 min read

Tax planning

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

Bloodline planning

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

11 August 2016 • 5 min read

Protection

Business protection: Three things advisers must know

Top tips to help grow business protection portfolios

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

26 May 2016 • 2 min read

Tax Planning

IHT planning: Using trusts to protect a second home

Trusts expert Jeremy Passmore shares his insights

24 November 2015 •

Tax Planning

What advisers need to consider on multiple trusts

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

04 July 2014 • 5 min read

Protection

How to protect a legacy after equity release

29 May 2014 •

234

Smoothed funds set to be a 'bigger asset class for the advice market'

25 November 2024 • 3 min read

FCA's retirement income review spurring advisers to adopt cashflow modelling

25 November 2024 • 3 min read

Barclays fined £40m over 2008 capital raising conduct

25 November 2024 • 2 min read

Advisers call for new products to tackle retirement planning challenges

25 November 2024 • 3 min read

How advisers should approach inheritance planning with clients

22 November 2024 • 4 min read

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