Step by Step Guides

Practical guidance on establishing trusts and handling tax obligations for estate planning. Articles walk through forming different trust types and completing self assessment requirements.

Business Succession: Step by Step

Set up family succession properly by identifying the right successor and weighing it against other exit options like selling or floating your business.

Guide: Completing Your First Self Assessment

Walk through the steps trustees need to take to file their first Self Assessment tax return without the stress.

Leaving Money to Charity: Step by Step Guide

How to leave money to charity in your will and make sure it's done correctly.

Setting Up a Charitable Trust: Step by Step Guide

How to set up a charitable trust yourself without needing professional help.

Setting Up a Living Trust: Step by Step Guide

Set up a living trust to protect assets, maintain privacy, and provide for loved ones who can't manage money themselves.

Setting Up an Asset Protection Trust: Step by Step Guide

Understand how asset protection trusts work and the key steps to set one up safely for your circumstances.

Setting Up an Inheritance Tax Trust: Step by Step Guide

Set up an inheritance tax trust to protect your estate and reduce what your beneficiaries owe in taxes.