Why do we need to know the total estate value? There are many reasons why we need to know the total estate value when setting up a Trust, including: • Ensuring access to Residence Nil Rate Band (RNRB) and entitlement … Continue reading →
Does your trust provider give access to the RNRB? The truth is: Some do, some don’t. By putting assets into a Trust, you and your client might be losing out. So make sure you have the right product in place … Continue reading →
Trusts and Mortgaged Property: 4 Things You Should Know Did you know that there’s an option available to allow your client to place a mortgaged property into trust during their lifetime? Well, if this sounds like news to you, here … Continue reading →
6 Reasons to choose an IPDI Will How will choosing an Immediate Post Death Interest Will (IPDI) impact your client? Let’s take a closer look at the IPDI Trusts in Wills, and how it is proven to be better for … Continue reading →
The quick and easy way to create Asset Trusts for your clients Take Instruction and input the details on our user-friendly software We will have your Client’s Trust documents to you within 5 working days A full, … Continue reading →
Estate Planners – do you market lifetime asset trusts, but don’t trust who you place them with? Our Estate Planning Partners have chosen to work with us because they have experienced: A change in structure – resulting in them … Continue reading →
If you can’t beat them, join them. The rich, that is! One of our Partners explained recently how putting his Father’s house in trust, back in 2010, resulted in him and his siblings (the Trustees) keeping control of the property, … Continue reading →
Estate Planners – Help your clients by using a proven way to safeguard their assets for their family’s future. Help your clients: Take advantage of a service that makes sense for everybody – not just the Affluent. Keep control of … Continue reading →
Estate Planners – are you being let down due to……. A change in structure – resulting in you paying more for a service and/or documentation? Disputes over data ownership, resulting in your Clients being cross sold to? Lack of training/support, … Continue reading →
