The value of trusts in modern tax and estate planning
Tax servicesRecent tax changes have reduced some traditional advantages and increased compliance obligations, trusts continue to provide significant planning benefits
04 Apr 2022 1 min read

Several accounting standards and tax regulations are now on the cusp of change, some of which have remained unchanged for almost 30 years. For bankers, this may result in confusion, questions and concerns from clients—along with the need to revisit some of your processes and agreements. Advance preparation will be key to ensure your clients are well-informed and to effectively support their future growth and plans.
Recent tax changes have reduced some traditional advantages and increased compliance obligations, trusts continue to provide significant planning benefits
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