Trusts

Origins, jargon and different types of trust to protect your wealth against tax or to make sure loved ones receive money quickly

Trusts Videos

Put Insurance in Trust on Probate Fees Increase Put Insurance in Trust on Probate Fees Increase Probate fees increase from April 2019, we take a look at why it is so important to put life insurance cover in trust to plan for huge probate fees increases.... Winding up a Trust Termination of a Trust Winding up a Trust Termination of a Trust How to wind up a trust, video offers the basics of the termination and wind up of a trust including discretionary trust wind up.... Bereaved Children Trust 18 to 25 Trust Bereaved Children Trust 18 to 25 Trust Video explores the position when children are left money in a Will or if no Will under letters of administration when a parent dies. Trust, death and taxation position ... Flexible Interest in Possession Trust Flexible Interest in Possession Trust Video looks at the flexible options for an interest in possession trust to change beneficiaries and its tax efficiency and also the watch out for when tax charges could ... Origin and Introduction to Trusts Origin and Introduction to Trusts Video explains the origins of trusts and introduces some basic terms such as settlor, trustee, beneficiary and reasons for using a trust.... Disabled Trust Vulnerable Person Trust Disabled Trust Vulnerable Person Trust Video explores the special tax privileges for a disabled trust, a vulnerable person trust or a bereaved child trust. Income tax, capital gains tax, inheritance tax,... Putting Life Insurance In Trust Putting Life Insurance In Trust Video explores why you should put a life insurance policy in trust to get money to loved ones quicker, selecting beneficiary types and the actual, named beneficiaries. It may ... Life and Critical Illness Insurance Split Trust Life and Critical Illness Insurance Split Trust Video explains the use of a split trust for a combined life insurance with critical illness insurance policy.... Vulnerable Trust Disabled Trust Personal Injury Trust Vulnerable Trust Disabled Trust Personal Injury Trust Video explores the basics for a tax privileged trusts for Vulnerable people, the disabled, personal injury compensation and a bereaved child trust.... Pilot Trusts Explained Pilot Trusts Explained You can make gifts to a discretionary trust today, however if you go over the nil rate inheritance tax allowance you create an inheritance tax liability today. There is ... Taxation on Trusts Taxation on Trusts Video explores how taxation affects trusts such as discretionary trusts and discretionary Will trusts set up in a Will with regard to income tax.... Will Trust Will Trust Using a Will Trust in your Will to protect your property and investments from means tests and to ensure loved ones inherit your hard earning money.... Bare Trust Bare Trust Video looks at structure and uses of a Bare Trust, sometimes known as an Absolute Trust. When to use a bare trust, who the beneficiaries are and what are ... Discretionary Trust Discretionary Trust Video explores the use of a discretionary trust when inheritance tax planning for future generations, the powers of trustees and possible periodic charges and chargeable lifetime transfers if accumulated ... Pilot Trust Changes Pilot Trust Changes HMRC are looking to close the loophole around pilot trusts.The way they are looking to close this loophole is by making it so all of your discretionary trusts share ...

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