Trusts

The death, money and family cocktail – it’s not happy hour!

Retirement Planner | 03 Apr 2012 | 15:57

Andy Zanelli looks at the issues surrounding death benefits

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Google Effect on Memory

Memory lane #2: Five products you want revived

Not all change in financial services has been for the better. Plenty of "good" products have been dropped, either by regulators or the government, in favour of less-workable alternatives.

IFAonline | 21 Mar 2012 | 09:58

Anglo Saxon-styled trusts arrive in Curacao

Vistra has become the first fiduciary provider in Curacao to establish a new trust structure based on the Anglo Saxon concept.

International Investment | 14 Mar 2012 | 08:35

Other Trusts articles

Global Currencies

Positive outlook for global trust and estate business

Confidence remains high in the long term for international trust and estate business, according to the latest global quarterly confidence survey from the Society of Trust and Estate Practitioners (STEP).

International Investment | 09 Mar 2012 | 09:44
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LV= launches trust tool

LV= has launched a free online tool to help advisers write new and existing life policies in trust from any provider.

Cover | 21 Feb 2012 | 11:16
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Advisers warned amid crackdown on LTC fee avoidance

Local authorities may take an “aggressive stance” against schemes designed to help individuals avoid long term care (LTC) fees, an expert has warned.

IFAonline | 10 Jan 2012 | 07:45
Tax

Advisers urged to be 'on toes' over punitive trust charges

Advisers have been warned that failure to set up trusts correctly could land their clients – and themselves – in hot water.

IFAonline | 05 Jan 2012 | 14:00
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LTC furore sparked after BBC probes trust business

A row has broken out over the use of trusts to avoid long term care (LTC) fees after a BBC investigation.

IFAonline | 27 Oct 2011 | 13:00
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Will writing firms shut down after mis-selling

Three companies providing will and trust writing services were wound up last week after an operation by Company Investigations (CI), a branch of the Insolvency Service.

IFAonline | 27 Oct 2011 | 10:15
rp-estateplanning

It’s time to talk about estate planning

Helen Morrissey reveals the results of this month’s Inquiry and explains why there has never been a more important time to think about estate planning

Retirement Planner | 27 Sep 2011 | 15:38
inheritance

What do you need to consider when advising on IHT?

Legal & General’s head of tax and estate planning Mark Green talks to Retirement Planner about issues advisers need to consider during inheritance tax planning

Retirement Planner | 21 Sep 2011 | 17:29
tax-pound

Using spousal bypass trusts

Mairi Black discusses how spousal bypass trusts can be utilised in an estate planning strategy

Retirement Planner | 21 Sep 2011 | 17:25
rp-estateplanning

Protecting client assets from IHT

Helen Morrissey looks at why many people don’t consider estate planning and asks what advisers can do to tackle this lack of awareness

Retirement Planner | 21 Sep 2011 | 10:28

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