FOR ADVISERS ONLY

Useful links

Trusts - Technical Central

Taxation and trusts

Trusts can help make sure the money from a client’s plan ends up in the right hands at the right time, quickly and tax efficiently.

Glossary of terms

A few key terms explained.

Easy to follow flowcharts showing what would happen to someone's estate if they died without leaving a will.

These flowcharts help to show when a father might not have automatic parental responsibility if his unmarried partner dies.

A trust can be a useful tool in estate planning, we have produced some helpful guides.

Trust literature

All our trust related literature in one place.

Which trust to choose

Need some help choosing the right trust for your client? Use our handy trust picker.