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Financial Planning with Trusts

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03 September 2012 / Michael Blake

Issue: 4369 / Categories: Reviews , Trusts

By John Woolley; £87.50

Publisher: Claritax Books; paperback 402 pages

Trusts are an essential ingredient of estate planning for very wealthy families – but their use is widespread and they are promoted routinely by the financial services sector for such matters as diverse as avoiding the need for probate giving away capital while retaining access to income life assurance protection pension plans and reducing the costs of care for the elderly.

It is not just the estate planning specialist who needs to understand how trusts work and the best choice of trust to meet a particular circumstance.

Most clients will at some time or other be approached by someone suggesting that a trust is the best solution to a problem.

The adviser needs be able to discuss the use of trusts as a potential planning tool to safeguard the client’s wealth or interests or perhaps those of...

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Financial Planning with Trusts

© Copyright LexisNexis 2024. All rights reserved.

03 September 2012 / Michael Blake

By John Woolley; £87.50

Publisher: Claritax Books; paperback 402 pages

Trusts are an essential ingredient of estate planning for very wealthy families – but their use is widespread and they are promoted routinely by the financial services sector for such matters as diverse as avoiding the need for probate giving away capital while retaining access to income life assurance protection pension plans and reducing the costs of care for the elderly.

It is not just the estate planning specialist who needs to understand how trusts work and the best choice of trust to meet a particular circumstance.

Most clients will at some time or other be approached by someone suggesting that a trust is the best solution to a problem.

The adviser needs be able to discuss the use of trusts as a potential planning tool to safeguard the client’s wealth or interests or perhaps those of...

If you or your firm subscribes to Taxation.co.uk, please click the login box below:

If you are not a subscriber but are a registered user or have a free trial, please enter your details in the following boxes:

Subscribe Now...

Alternatively, you can register free of charge to read a limited amount of subscriber content per month.

Once you have registered, you will receive an email directing you back to read this item in full.

Please reach out to customer services at +44 (0) 330 161 1234 or 'customer.services@lexisnexis.co.uk' for further assistance.

Issue:

4369

Categories: Reviews [1] , Trusts [2]

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