If the last few years have taught advisers anything, it is that planning complexity is not going away. Tax regimes shift, ...
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Families rush to set up trusts to cut inheritance tax: How they work and why the wealthy use them
The number of people using trusts to manage their money is rising, analysis shows. According to a Freedom of Information request by RBC Wealth Management, the Trust Registration Service received a ...
The new Secure Act was designed to expand retirement savers’ options. But in the process, it also obliterates IRA trust planning. So it’s on the advisor to contact every client who has named a trust ...
With significant inheritance tax (IHT) changes on the horizon and growing client interest in estate planning, trusts are ...
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