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Taxation of trusts is ‘complex’ says wealth management expert - The tax treatment of property transferred into a trust depends on factors, according to Ian Dyall from Evelyn Partners.
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.
Choosing a revocable vs. irrevocable trust means looking at your reasons for establishing a trust very closely. Read on to see the differences.
When it comes to estate planning, being fair and being equal are not necessarily the same thing. A pot trust can help bridge the gap between the two objectives.
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.
Wills, Trusts, and Estates: Examples and Explanations covers intestate succession, wills, trusts, estate administration, nonprobate assets, wealth transfer taxation, disability and death planning ...
One estate planning strategy is the generation-skipping trust. Should this be part of your clients’ estate planning toolkit?
The terms of the trust will determine how and when funds are paid to beneficiaries.