A Guide to Tax & Trust Planning
About the Guide
Help your clients protect their family’s wealth for future generations
With 42% of marriages ending in divorce and significant tax changes coming into effect from April 2025, 2026 and 2027, trust planning has never been more important. Many clients are still unaware of the risks their assets face from divorce, remarriage, care fees and inheritance tax.
This guide explains trust planning in plain, practical language, ready for you to share under your own brand.
Use it to position your firm as an expert resource and to attract new clients, as well as helping with information to existing clients.
The guide can be shaped and edited to your requirements, corporate colours, fonts and images. It is editable upon purchase.
Made for Financial Advisers
Written in clear, client-friendly language, this guide covers:
- Why trusts are no longer just for the wealthy
- Protecting assets from divorce, bankruptcy and care fees
- How to avoid the double inheritance tax trap
- Key IHT changes from April 2025, 2026 and 2027
- Pension death benefits and the new tax rules
- Business succession and protection planning
- Common trust structures explained
- How to get started with trust planning
Perfect For:
Adding value instantly – Give clients clear, helpful information that saves you time explaining the basics.
Strengthening trust – Show you’re proactive about protecting their family’s wealth from tax and social risks.
Generating enquiries – Include your contact details and invite readers to discuss their next steps.
Enhancing your brand – Look professional with a polished, ready-to-use resource.
Staying current – We include the latest tax changes effective from April 2025, 2026 and 2027.