Tag Archives: trusts

Inheriting from US trusts

Posted on January 26, 2022 by Molly Jones

When considering a client’s estate planning, advisers like to reach for the most familiar tools in their arsenal. However, for US/UK clients, the tools that work in the US may not necessarily be tax-efficient in the UK. It is important …

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How women can prepare for their greater exposure to IHT

Posted on November 5, 2021 by Molly Jones

Given that women on average live longer than men, it is more likely that women will inherit significant wealth from their spouses and other family members than their male counterparts. As a result, a recent study states that women have …

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How can I help my children buy a house?

Posted on October 11, 2021 by Molly Jones

The Bank of Mum and Dad supported more than half of first-time buyers under the age of 35 in 2020 and is the sixth largest lender in the UK. The average amount provided by the Bank of Mum and Dad …

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Can I create a trust fund for alternative investment profits?

Posted on September 24, 2019 by Alice Heathfield

I invest in alternative investments, including watches and jewellery, and am becoming quite successful. I would like to channel the profits into a trust for my two young children. Is this the best way to safeguard the money for them? …

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