We've added extra functionality to the Trusts step of the New Investment Recommendation section.
When you select one of the trust options from the Trusts Recommendation drop down menu and click save, you will now be directed to a new page where you'll be prompted to enter further details relating to that particular type of trust (e.g. for a DGT this could be the immediate discount, the IHT saving after 7 years etc), as well as information regarding the key individuals involved in the trust e.g. the settlor, trustees and beneficiaries.
You will be prompted for different information depending upon the trust type selected.
The information you provide here will be automatically inserted within your report together with a summary of the key features and benefits of the type of trust selected.
We've also added a number of new advice reasons to the Disadvantages & Tax Implications step of the New Investment Recommendation section to cover a range of possible eventualities.