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9 03, 2026

Living Trusts

2026-03-09T16:25:56+00:00March 9th, 2026|Estate Planning, Trusts|

As an advisor, you are often the first call when clients begin thinking about legacy, control, and protecting the people they love. Questions about living trusts frequently arise in these conversations—particularly around probate, privacy, and [...]

16 01, 2026

ProTrust Consulting Announces Team Expansion, Strengthening Its Collective Expertise for 2026

2026-01-26T15:55:09+00:00January 16th, 2026|Business, Estate Administration, Estate Planning, News, Trusts, Wills|

ProTrust Consulting is pleased to announce a significant expansion of its team for 2026, marking an important milestone in the firm’s continued growth and commitment to excellence in private client advisory services. The firm now [...]

17 06, 2024

Will I avoid Inheritance Tax (IHT) on my estate because I moved to a country such as Australia?

2024-08-13T10:04:35+01:00June 17th, 2024|Estate Administration, Estate Planning, News|

No doubt not the primary reason for moving away, but there are cases where a person or couple might believe that the value of their ‘estate assets’ on death might trigger their family paying UK [...]

4 06, 2024

Robert Cartmell explores the relatively unknown “14-yr rule” period which can apply to lifetime gifts instead of the usual 7 years for Inheritance Tax purposes

2024-08-13T10:07:27+01:00June 4th, 2024|Estate Administration, Estate Planning, Wills|

The reasons why a 14 year rule period might apply to lifetime gifts, by estate planning expert Robert Cartmell. I, Robert Cartmell, have worked in estate planning work for over 25 years and there have [...]

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