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7th September 2017

Prudential: The ‘what ‘of trusts – Probate Trust

This is the last article in Prudential’s trust series where Technical Manager Helen O’Hagan makes the trust journey simple and less complex.

Over the last few months she has explored gift trusts, loan trusts, discounted gift trusts and excluded property trusts, this month she covers Probate Trusts.

W - why use a probate trust
H - how to use a probate trust
A - access for the settlor and beneficiaries
T - taxation of the trust

Read the full article here.

Tax, Trust & ISA

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