To work alongside family offices, banks need to look beyond the products they can sell and rather try to connect on a personal level and discover what keeps their wealth management clients awake at night.
This post originally appeared here.
Using Trusts for Inheritance Tax Planning: A Practical Guide for UK Family Offices
October 17, 2026
Choosing the wrong trust vehicle wastes the seven-year clock and creates needless complexity. This guide maps discretionary trusts, loan trusts, and discounted gift trusts to specific asset classes and family governance structures — so UK family office