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.
Use our easy-to-follow flowcharts to help you explain to clients what would happen to their 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. Our flowcharts can help with discussions with your clients on guardianship.
A trust can be a useful tool in estate planning, we have produced some helpful guides.
HMRC Trusts and Estates Newsletters
HMRC issue a variety of trust and estates newsletters. These cover almost anything to do with trusts and estates and contain valuable information.
Use this tool to help you identify the correct trust structure and form for your client.
Frequently asked questions
We've collated the most common questions we're asked about trusts