Giving to grandchildren through a bare trust
Many people wish to give substantial amounts to grandchildren and a bare trust might provide the perfect solution to many of the tax, control and protection issues holding them back.
Read ArticleMany people wish to give substantial amounts to grandchildren and a bare trust might provide the perfect solution to many of the tax, control and protection issues holding them back.
Read ArticleA recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.
Read ArticleClients’ wealth management needs change radically throughout their lives, but advisers stand ready to help affluent individuals whatever challenges face them at each life stage.
Read ArticleA guide to understand how to use trusts in your wealth planning. Trusts are a time-honoured method of holding and protecting assets and are thought to date all the way back to the Roman times. Trusts can be deployed to confer tax advantages on either the original owner of the assets or the parties intended […]
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