Guides and brochures

  • A guide to investment for trustees

    This guide is designed to highlight some key aspects of investment for trustees.

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  • A simple trust glossary

    This is a glossary to cover terms that are widely used in relation to trusts.

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  • Helping you choose a suitable trust for inheritance tax planning

    A trust is one way you can reduce your inheritance tax (IHT) bill and this document provides information to help you choose a suitable trust for this purpose.

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  • Your guide to UK inheritance tax and trusts

    This guide is designed to give you a basic understanding of inheritance tax and how you could reduce your inheritance tax liability in order to pass on as much wealth as possible.

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