Vulnerable Person Trusts vs Discretionary Trusts: What’s the Difference and Why It Matters.
How Vulnerable Person Trusts Can Protect Benefits and Long Term Security
When you care about someone who is vulnerable, financial planning stops being theoretical very quickly.…
You Can Step Outside the System, But Your Assets Can’t
I meet a lot of people who have spent years trying to step outside the…
Not So Tax-Free: What Happens to CGT When You Put Your Home Into Trust
When people talk about putting their home into trust, it’s often in the context of…
💔 When Good Intentions Go Wrong: How a Lifetime Trust Could Have Protected Norma
In a heart-breaking real-life case, an elderly woman named Norma gifted her £600,000 flat—part of…
New Course Run: Learn How to Administer Your Own Private Trust – Starting July 2nd
We’re excited to announce the 13th run of our most comprehensive course yet:Private Trusts Education…
Why We Don’t Offer Lifetime Trust Drafting (and Why That’s a Good Thing)
If you’ve found your way here, you’ve probably heard about private trusts and the powerful…
How Farmers Can Use Trusts and Agricultural Property Relief to Optimise Inheritance Tax Planning
Inheritance Tax (IHT) planning is a crucial consideration for farming families looking to preserve generational…
Judicious Encouragement and Protecting Inheritance from Divorce
For clients creating wills, it's common to leave assets first to a spouse and then…
The Realities of Trusts in the Truther Movement: Are They Always Necessary, and How Can They Be Mismanaged?
Trusts are often touted as a must-have for anyone thinking seriously about estate planning or…