Using discretionary trusts for succession planning

In this webinar, our Tax team explain how to use discretionary trusts for succession planning, including:

  • How does a discretionary trust work?
  • Why would you want to hold assets in a trust?
  • Pros and cons
  • Top tips

If you have any questions about trusts and succession planning or would like to discuss the webinar in more detail, please contact us on 01295 250401 or email us: at You can also contact us here with your query and we will get back to you.

Information for readers: This material is published for the information of clients. It provides only an overview of the regulations in force at the date of publication, and no action should be taken without consulting the detailed legislation or seeking professional advice. Therefore no responsibility for loss occasioned by any person acting or refraining from action as a result of the material can be accepted by the authors or the firm.