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Increased demand for Trust Planning

Increased demand for Trust Planning

Advisers say increased demand for trust planning is helping to create new opportunities in offshore bonds. Financial adviser research carried out by Old Mutual International highlights the importance of trust planning. The data shows that out of those advisers who see new opportunities in offshore bonds, one in five say this is down to an increase in demand for trust planning. Topic:Trust & Taxation
Complex families

Simple estate planning steps to help clients in complex families

Family structures can change quickly and disputes over how assets are distributed on death can be extremely distressing at what is already a very difficult time. To help ensure your client’s assets are distributed in accordance to their wishes, plans need to be put in place, and even just a few simple steps can make a big difference. Topic:Trust & Taxation
The complex planning needs of the modern family

The complex planning needs of the modern family

The following case study will illustrate how quickly children can be locked out from getting an inheritance due to issues that can arise from blended families. Topic:Trust & Taxation
Trust planning

Trust planning – Freeze IHT liability but keep access to capital

IHT receipts are at record levels, and more clients will be looking at ways to mitigate their IHT exposure to help ensure as much of their wealth as possible is passed on. This article explains how the loan trust can help clients retain access to their capital whilst ensuring any growth is immediately outside of their estate. Topic:Trust & Taxation
Couple meeting adviser

The big squeeze

With pension allowances being squeezed find out how offshore bonds can help support retirement plans in a tax-effective way. Topic:Investment planning
Quilter Financial Adviser School

Quilter Financial Adviser School – Expanding Your Business

The Quilter Financial Adviser School (FAS) currently has 113 students with another 12 expected to join in June. Topic:Financial advice
Completing forms

Three tips for discussing transfer risk with defined benefit clients

These three tips are great discussion points and give you a good opportunity to flush out your client’s views and their attitude to the risks that a defined benefit (DB) transfer presents Topic:Retirement
Child Money

The value of offshore bonds in inter-generational planning

A new breed of offshore bonds is opening up new opportunities for advisers, helping parents gain more control without compromising on tax efficiency or simplicity. Topic:Investment planning
Forest

Why diversification works

The recent bumpy ride in financial markets has emphasised the importance of having an unconstrained investment approach within the Generation portfolios. Topic:Investment planning
Couple meeting adviser

The benefits of active portfolio management

At a time when the equity and bond trades are finally being questioned after a seemingly relentless march higher, active portfolio management is showing why it’s a great method of contending with a new environment of higher volatility, and greater regulation. Topic:Investment planning

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