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Vulnerability

Accumulation and Maintenance Trusts

17 November 2023

Planning for pre-22 March 2006 settlements
Special considerations when dealing with pre-22 March 2006 flexible interest in possession trusts and accumulation and maintenance trusts

15 November 2023

IHT planning through life policy trusts - a summary of the impacts of Finance Act 2006
The main impact of FA 2006 changes on new and existing life policy trusts

20 September 2023

Handy summary of UK trust taxation in a table
UK trust taxation in 2023/24

14 June 2023

Discretionary and accumulation and maintenance trusts - a quick guide
Key characteristics explained