Insights

Trusts in a client's affairs: when to bring in a specialist

A trust can protect a vulnerable beneficiary, structure a family's wealth, or hold a business interest — but only if it is set up…

The tax year end checklist that isn't about tax

Allowances expire on 5 April. So do openings. A listening guide for the busiest advisory window of the year.

Inheritance-tax exposure in the accounts: your cue to refer

Accountants see estates growing past the thresholds that matter. Here is how to recognise the exposure and refer it to a regulate…