Social careJan 14 2025

How to use flexible trusts to help build later-life security

After engaging with this content, which carries an indicative 30 minutes of CPD, you will be able to:

  • To be able to describe the use of flexible reversionary trusts for long-term care
  • To identify the tax benefits of using these trusts
  • To explain how one trust might be used, in the example
  • To be able to describe the use of flexible reversionary trusts for long-term care
  • To identify the tax benefits of using these trusts
  • To explain how one trust might be used, in the example
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CPD
Approx.30min
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CPD
Approx.30min
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CPD
Approx.30min
How to use flexible trusts to help build later-life security
© (Marcus Aurelius/Pexels)Our data demonstrates that there is a notable gap between expectations and reality regarding inheritance.

With the increasing cost of living, the value of our pension pots and investments can erode much faster than we would like, or anticipate.

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CPD
Approx.30min
CPD questions are available on the last page of this article