Home - Understanding Trusts and Estates

You'll find everything you need to understand trusts and estates right here, with expert articles covering protecting your assets, handling inheritances, and choosing the right trust for your situation. Estates Or Trusts is here to help.

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Setting Up a Charitable Trust: Step by Step Guide

There are numerous reasons for setting up a charitable trust. Many people want to ensure that their assets are used to fund charitable ventures, and they est...

What is a Living Trust?

A living trust is one of the means by which individuals can avoid the difficult process of probate. While living trusts can be highly effective for this purp...

How I'm Trying to Avoid Inheritance Tax

Inheritance Tax remains a major problem for many families. The prospect of beneficiaries being faced with a big tax bill is something that weighs heavily on...

What are Trustees and Beneficiaries?

In basic terms, a trust is a legal agreement by which assets are transferred from one individual, known as the settlor, to the trust itself. The responsibili...

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Trust Basics Child Trust Fund Charitable Trusts Business Succession Offshore Trusts Trusts & Self Assessment Step by Step Guides Asset Protection Trusts Estate Types of Trust Living Trusts Testamentary Trusts

Latest Articles

Step-by-Step: Completing Your First Self Assessment

Self Assessment - two words that can instil the fear of god in many taxpayers. The Self Assessment process has got something of a reputation for being an ins...

Alternatives to the Child Trust Fund

The effective abolition of the Child Trust Fund was one of the most unpopular elements of the 2010 Budget. What was considered a valuable tool by which famil...

Living Trusts vs Lasting Power of Attorney: Which is Right for Me?

There remains some confusion regarding the nature of living trusts, and the way in which they relate to Lasting Power of Attorney. Both living trusts and Las...

How I'm Trying to Avoid Inheritance Tax

Inheritance Tax remains a major problem for many families. The prospect of beneficiaries being faced with a big tax bill is something that weighs heavily on...

How We Manage Our Charitable Trust: Case Study

There are hundreds of charitable trusts across the UK. These organisations do valuable work in a number of different fields and locations, and play a fundame...

I'm Already Planning My Family Succession: Case Study

Family succession is a difficult process. The task of passing a business on to another family member is a complex one – but it is also one that is often ru...

Budget 2011 and Inheritance Tax: What Changed?

Inheritance Tax has long been a contentious topic. The tax is a perennial bug-bear of middle England, and many taxpayers would like to see it reformed or scr...

Junior ISA: a Child Trust Fund Replacement?

The scrapping of the Child Trust Fund was one of the coalition government’s earliest PR challenges. During a period in which the government has been preach...

Tax Avoidance Investigated by MPs?

Tax avoidance is suddenly a huge political topic. Months of direct action from groups like UKUncut has led a group of MPs to announce an investigation into t...

Top Tips for Deciding on Suitable Beneficiaries

As a trustee of a charitable trust, your choices of beneficiary will be amongst the most important you make. Of course, this is the nitty-gritty of trust man...

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