12 June 2025
PFS What's new bulletin - June I
TAXATION AND TRUSTS
The Chartered Insurance Institute (CII) 2025 New Generation Programme is now open for entries, offering 50 up and coming professionals from across the UK the opportunity to join this flagship talent scheme.
For many, the home is likely to be the most valuable asset in the estate. As such, it is unsurprising that there is growing interest in the use of trusts to protect the home from potential third party claims as might arise if the property owner was to need long term residential care during their lifetime or as could arise where property was left or gifted outright to adult children who subsequently found themselves negotiating a financial settlement on divorce.
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