Trusts
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Discounted Gift Trusts (DGT): Balancing wealth transfer and financial security
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Since the October 2024 budget, Inheritance Tax (IHT) has been a growing topic of conversation. Over the coming years, it’s estimated that ...

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Estate planning for the Tax Cuts and Jobs Act expiration
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The political calculus involved with the details of estate planning next year and beyond may be distracting financial advisors and clients from a larger, ...

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Frasers Centrepoint Trust’s Full Acquisition Of Northpoint City
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Frasers Centrepoint Trust (FCT) announced the acquisition of 100% interest of Northpoint City South Wing on the morning of 25 Mar 2025, following up with ...

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interior aircraft solutions the industry trusts
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Since its inception in 1953, Bucher has been providing world-leading innovative interior aircraft solutions for the aviation and air rescue sectors. ...

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OCTOPUS INVESTMENTS – Launch of new Future Generations Venture Capital Trusts
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OCTOPUS INVESTMENTS – Launch of new Future Generations Venture Capital Trust Minimum Investment £3,000; Early bird discount of 2% before 3rd March 2023 The ...

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10 Best Paying Jobs in Real Estate Investment Trusts
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As one of the safest and highest quality sectors that functions as a wealth preservation and compounding agent, real estate typically constitutes a ...

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The Physician’s Guide to Asset Protection: Trusts, LLCs, and Insurance
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Quick disclosure: I am not an asset protection lawyer, please seek help from a professional to get your personal needs addressed. As a ...

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What To Do When Gifts To Minors No Longer Fit: Adjusting UTMAs, 529 Plans, And Trusts When Family Goals Don’t Align
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Parents often want to ensure their children have the resources to pursue their potential and lead fulfilling lives. To achieve this, financial support may ...

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Employee ownership trusts: key tax changes and long-term considerations
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Rising interest in employee ownership as a succession strategy Over the past two years, we have seen a dramatic increase in the level of public ...

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AB Trusts – Do You Need to Get Rid of Yours?
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Dear Mr. Market: Normally we write you letters about the markets or the economy…but what’s all that worth if your assets are not protected or ...

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