26/08/2026
Passing Wealth Forward: The Role Trusts Play in Modern Family Planning
Family wealth is often built with long-term intentions, but arrangements put in place at one stage of life do not always remain appropriate later on. While trusts are frequently perceived as complex or relevant only to a narrow group of families, they remain a practical tool for managing how assets are controlled, protected and passed on over time.
To understand how trusts are used in practice, and where they genuinely add value, we spoke with Ian Cook, Financial Planner at Quilter Cheviot, whose work focuses on long-term family planning and intergenerational wealth.
Click to watch the full interview: https://comparewealthmanagers.com/knowledge-centre/tax-and-inheritance/passing-wealth-forward-the-role-trusts-play-in-modern-family-planning