So far we’ve looked at Property Protection Trusts and Discretionary Trusts. Our next instalment of “What Trusts can you have in a Will” takes a look at disabled/vulnerable persons trusts.
An exclusive offer to provide private medical plans for members of The Society of Will Writers has been arranged with HMCA.
As the Society of Will Writer’s insurance partner, at Marsh Commercial we managed 101 insurance claims for members in 2024. The range of claims we supported members with reflect both the challenges and risks inherent to will writers. Understanding these claims may help members to improve some of their business practices, but also offers valuable...
Our last article looked at Property Protection Trusts. Today’s article looks at a Discretionary Trust. Let’s take a closer look at what this trust is. A discretionary trust is a type of trust where the trustees are given complete discretion to pay or apply the income or capital of the assets for the benefit of...
The Estate Planner’s Toolkit has developed a Nil-Rate Band Discretionary Trust package to help you explain them to your clients.
SWW and PSB has produced a guidance document to ensure practitioners lifetime trust advertisements and promotions are accurate.
The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.
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