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Be wary of family trusts that pledge to protect your legacy
The Observer
|December 07, 2025
Inheritance tax has always divided opinion, but one thing is certain: many families go to great lengths to minimise it.
From April 2027, that becomes more difficult. Unused private pension pots will fall inside the inheritance tax net for the first time. Against a backdrop of tighter rules and pre-budget anxiety, one product promising to sweep away liabilities and protect families from social care costs has gained traction.Family protection trusts are sold as a neat solution. Put your assets inside, appoint trustees and your estate will be shielded from fees and tax. It sounds disarmingly simple.
Esta historia es de la edición December 07, 2025 de The Observer.
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