You'll find everything you need to understand trusts and estates right here, with expert articles covering protecting your assets, handling inheritances, and choosing the right trust for your situation. Estates or Trusts is here to help.
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How to Trace Whereabouts of Trust Funds?
If someone dies without clear instructions, their trust fund can be hard to find since trusts aren't centrally registered, but there are steps to locate it.
Setting Up a Living Trust: Step by Step Guide
Set up a living trust to protect assets, maintain privacy, and provide for loved ones who can't manage money themselves.
Revocable and Irrevocable Trusts
Understand the key differences between revocable and irrevocable trusts and how they affect your legal and tax situation.
Estate Planning Checklist (Free Tool)
Tell us about your circumstances and get a personalised estate planning checklist covering wills, trusts, and inheritance tax.
Step-by-Step: Completing Your First Self Assessment
Work through your first Self Assessment tax return step by step, from checking if you need one to getting registered with HMRC.
Alternatives to the Child Trust Fund
Parents can no longer open Child Trust Funds, but there are other tax-efficient ways to save for your child's future.
Living Trusts vs LPA: Which Is Right for Me?
Understand the key differences between living trusts and lasting power of attorney to decide which legal tool works best for your situation.
How I'm Trying to Avoid Inheritance Tax
One woman explains the practical steps she's taking to reduce her family's inheritance tax bill through charitable giving and other planning methods.
How We Manage Our Charitable Trust: Case Study
A UK charitable trust manager shares how they decide which youth projects deserve funding and the daily challenges of running a grant-giving organisation.
I'm Already Planning My Family Succession: Case Study
A bakery owner shares how he's taking time to plan the handover of his four-generation family business rather than rushing the process.
Budget 2011 and Inheritance Tax: What Changed?
The 2011 Budget introduced a tax break for inheritance donations to charity, but did little to help most people facing the 40% tax on estates over £325,000.
Junior ISA: A Child Trust Fund Replacement?
Junior ISAs replaced Child Trust Funds in 2011, but they work differently and don't offer the same government top-ups that made CTFs valuable.
Tax Avoidance Investigated by MPs?
MPs are investigating how UK companies and trusts use tax avoidance schemes to cut their tax bills.
Top Tips for Deciding on Suitable Beneficiaries
Help trustees choose beneficiaries for charitable trusts by assessing needs, staying within budget and making decisions you can defend.