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Tax and Trust Planning Guide

T&T_PlanningTax and Trust Planning Guide

 A unique guide, unlike any other we have previously produced, this is a guide that has been used successfully for some time by a leading firm of trust and tax planning specialists and we are now able to offer this on a white-labelled basis. This is a guide which supports any firm or individual looking to develop new business from existing clients and from professional connections.

This guide is offered to you on terms which are available on request. Unlike our other guides we can discuss supplying printed copies as well as the PDF version.

Using illustrations and case studies the guide is written to make trusts easily accessible for any reader. Its aim is to bring trusts into every situation wherever possible enhancing the service and business potential for the successful financial planner. This guide is a proven ‘business winner’ with a consistent positive feedback from readers.

Contents include:

  • Why trusts are essential to aid in protecting family wealth
  • How trusts can be used to protect an inheritance
  • How to find the right trust structures for different requirements
  • How to avoid the double inheritance tax trap
  • How to protect business assets

The guide can be amended accordingly to most bespoke requirements making it a perfect template.

For details of prices please
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To request further details and to obtain a copy of our explanatory PDF please 
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