Inheritance taxAug 12 2024

The place for trusts in a financial planner's toolkit

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

  • To be able to describe tax advantages
  • To summarise tax treatement of trusts when they are set up
  • To explain the Business Property Relief aspect of trusts
  • To be able to describe tax advantages
  • To summarise tax treatement of trusts when they are set up
  • To explain the Business Property Relief aspect of trusts
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CPD
Approx.30min
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CPD
Approx.30min
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The place for trusts in a financial planner's toolkit
(wirestock/Envato)

There has been some chatter on social media in recent times as to whether the trust is an outdated concept. 

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

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