Private Wealth Review

from Christian Ward

Estate Planning Basics No 3: Retained interest trusts

31/12/15 •

I have written many articles on estate planning, but there is no doubt the subject that provokes the most interest is that of ‘retained interest’ trusts. A retained interest trust arises when the person who establishes the trust (the settlor) retains some benefit from the trust fund. This form of planning is commonly known as [...]