Trusts are a hugely valuable weapon in the wealth management arsenal, allowing settlors to protect assets from tax and other threats, while exerting significant control over how they are distributed to beneficiaries.
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Wealth management overhauls are in the air this autumn as our users explore broadening their horizons and getting creative with the strategies they deploy.
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In the spirit of ‘back to school’, learn how to reduce the Inheritance Tax exposure facing your family with these well-accepted wealth management techniques and strategies.
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An easily missed IHT trick, the need for liquidity but also robust returns, and the power of brand and reputation are top of the agenda with our users this month.
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