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  • Disputes over wills and trusts on the rise

    Almost a third, 29%, of financial advisers and other trust and estate practitioners are seeing more disputes over wills and trusts linked to incapacity.

  • STEP warns of ‘unworkable complexity’ of new IHT rules

    STEP, the professional body for trust and estate practitioners, has warned the government that its plans to bring unused pension funds within the IHT net from next April will cause “unworkable complexity” and could have adverse consequences for bereaved families.

  • AJ Bell Investcentre launches discretionary loan trust

    AJ Bell Investcentre, AJ Bell’s adviser arm, has today launched a discretionary loan trust designed for Financial Planners and advisers supporting clients with inheritance tax (IHT) and estate planning needs.

  • Trust numbers surge as IHT tax fears grow

    More than 120,000 new trusts were registered in 2024/25, pushing the total number of active trusts to about 835,000 - a move some experts suggest is being inspired by fears about the impending levying of Inheritance Tax on unused pensions from April next year.

  • Lifestyle Trust numbers rise 200% following IHT shake-up

    Wealth manager Quilter has reported a 200% year on year increase in the number of Lifestyle Trusts opened in 2024.

  • Ludlow Trust acquires HSBC's trust company

    Ambitious trust company Ludlow Trust has bought HSBC Bank's trust business for an undisclosed amount.

  • Real life case study: Carl Martin of Carpenter Rees

    Carl Martin CFPCM
  • Standard Life calls for trust use by families to be protected

    Julie Hutchison of Standard Life
  • Chartered Planner wins accountant client referrals after top exam marks

    Paul de Vries FPFS
  • Financial Planner backs Govt consultation on trusts

    Rachael Griffin
  • Schroders to manage renamed Woodford Patient Capital Trust

    Schroders
  • Industry veterans launch new trustee support firm

    Trustee Support Services
  • 6 in 10 advisers report clients updating trusts

    Steven Cameron, pensions director at Aegon
  • Surge in trust registrations expected ahead of deadline

    Canada Life's offices
  • FCA warns on mismanagement of trusts

    FCA sign
  • Only 3 in 5 clients have high levels of trust in adviser

    FCA HQ
  • Ludlow Trust buys C Hoare & Co trust business

    Ludlow Trust website

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