Discretionary Trust et al - The choice of trust Trusts continue to play an important part in any estate-planning strategy for high net worth individuals, and most financial planners offering investment advice are aware of the added value that a "packaged" arrangement involving a trust may give. Most clients and their advisers are also aware of the benefits of trusts when used with pure life assurance protection arrangements.

Local authority assessment of Investment Bonds – impact on means testing for residential care

How could life assurance investment bonds be assessed in an assessment of residential care needs? Other assets, such as the family home, fall under different rules.

 Whilst the global economic outlook remains under very close scrutiny and the scarcity of investment returns continues, what can the investor do to maximise their chances to achieving good and sustainable Net returns?

The most common way for Individuals and Companies to make donations to a Charity is by means of Gift Aid.