Estates Or Trusts: 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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Probate Valuation Explained

The period following the death of a friend or family member is obviously difficult. During this time, pragmatic matters such as the organising of the affairs...

Business Succession: Step by Step

There is an increasing emphasis on family-run businesses in the UK economy. Following a period in which control of many family-owned firms was given up in fa...

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...

Providing Security for your Dependants

Ensuring that your dependants are provided for in a financial sense after your death is one of the key tenets of estate planning. There are a number of metho...

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Latest Articles and Tools

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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