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I’m trustee for my toddler grandson: I’m not taking a penny, but will I lose my benefits? HEATHER ROGERS replies

I’m trustee for my toddler grandson: I’m not taking a penny, but will I lose my benefits? HEATHER ROGERS replies

by pm_admin | Mar 10, 2026 | Article, Trusts

This article first appeared on This is Money– please click to view it. I am a trustee for my grandson. His mum died, my dear daughter. She left a will stating proceeds from the sale of her home should be held in trust for her son. He is currently three years old. I...
I’m trustee for my toddler grandson: I’m not taking a penny, but will I lose my benefits? HEATHER ROGERS replies

Can you avoid tax with a trust? HEATHER ROGERS debunks some common myths

by pm_admin | Dec 1, 2025 | Article, Trusts

This article first appeared on This is Money– please click to view it. Note: This article is an updated version of our previous post from February 2024. For reference, you can view the original article here. Heather Rogers is the founder and owner of Aston Accountancy...
I’m trustee for my toddler grandson: I’m not taking a penny, but will I lose my benefits? HEATHER ROGERS replies

Can your children help cut your tax bill? HEATHER ROGERS explains

by pm_admin | Sep 16, 2024 | Article, Inheritance tax, Wills and Probate, Trusts

This article first appeared on This is Money – please click to view. One of the questions I often get asked is can I put money or assets under my children’s names to save tax. A common version of this is: ‘Can I use my minor children’s personal...
Can setting up a trust help me avoid care fees? HEATHER ROGERS replies

Can setting up a trust help me avoid care fees? HEATHER ROGERS replies

by pm_admin | Aug 9, 2023 | Article, Trusts

This article first appeared on This is Money – please click to view The firm I have my internet will with recently sent a rep to my home to advise on trust funds. They were trying to persuade me to take one out. I am a widowed pensioner aged 73 with three...
My wife fears if I die first my children will sell our property against her wishes – can I protect her with a trust? HEATHER ROGERS replies

My wife fears if I die first my children will sell our property against her wishes – can I protect her with a trust? HEATHER ROGERS replies

by pm_admin | Jul 14, 2023 | Article, Trusts

This article first appeared on This is Money– please click to view. My wife and I recently updated our wills leaving everything to the other in the event of one of us passing. I was keen to explore a trust option whereby I could leave property to my three children. I...
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