For some time it has been well known that any gifts to registered charities are free from inheritance tax if they are made to a UK based charity, whether made during your lifetime or in your Will.
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...
SWW and PSB has produced a guidance document to ensure practitioners lifetime trust advertisements and promotions are accurate.
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