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Time to revisit your clients’ estate plans?

Upcoming IHT changes make estate planning a growing priority. Now may be the time to revisit client strategies, using trusts and bonds to preserve wealth tax-efficiently for future generations.

Techzone guide: Estate planning with trusts

With IHT receipts climbing steadily and new rules bringing pensions into the estate from 2027, more clients will be drawn into scope – and even existing client plans may need to be reviewed.

Our latest Techzone guide explores how trusts and bonds can unlock powerful estate planning solutions, helping you to demonstrate the value of your advice. Discover how to:

  • Tailor trust-based strategies using Loan Plan, Gift Plan and Discounted Gift Plan
  • Simplify trustee tax reporting and enable tax-efficient wealth transfer with Offshore Bonds
  • Support clients in protecting and passing on their legacy
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Guides

Supporting effective client conversations

Our expert team have compiled a practical toolkit to help you navigate estate planning conversations with confidence.

Legacy Ledger

Designed to help individuals document and organise key financial and household information in the event of their death, easing the burden on loved ones.

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Client guide to estate planning

Helping clients understand their inheritance tax position and the important steps they may need to take to ensure a smooth, tax efficient transfer of wealth.

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UK trust registration guide

A step-by-step guide to registering your trust with HM Revenue and Customs (HMRC).

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Irish trust registration guide

A step-by-step guide to registering trusts – incorporating our Wrap International Portfolio Bond – with the Irish Central Register of Beneficial Ownership of Trusts (CRBOT).

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people

Estate planning on Wrap

Help your clients manage intergenerational wealth transfer and reduce IHT liability with our suite of estate planning solutions.

With a full suite of tax wrappers and a wide range of trust options, our solutions are designed to preserve wealth, provide lifetime access to assets and simplify probate.

Explore estate planning on Wrap

Additional estate planning support

Green spheres

CPD Learning

Our CII/PFS accredited modules will help you demonstrate your continued learning and development on topics which matter to your business and your advice.

Trusts CPD modules
Bonds CPD modules
All CPD
Tony Davies

Techzone Webinar: Strategic Trust Solutions for Inheritance Tax Efficiency

Tony Davies, Technical Engagement Consultant, explores key trust structures available and how they can be effectively used in estate planning.

Watch on demand

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