This solution enables you to benefit from an element of Inheritance Tax saving if you do not wish to tie up your money. This provides the opportunity to set up a Trust with a nominal payment and then lend their capital to the Trust.
• Hold gifts and loan sums from one or more existing or future bonds, or gifts from your family estate
• With the right planning, enable your children to use the Trust properties for their own tax and social protection benefits
Ongoing maintenance of the Trust is required.
For a free, independent and no-obligation conversation regarding your current financial status and future aims, please contact us today on 01952 250024 or email admin@ciwealth.co.uk
Need to manage the way your beneficiaries receive their inheritance?
Need to manage the way your beneficiaries receive their inheritance?
Looking for an effective tax planning and long-term asset protection planning solution?
For a free, independent and no-obligation conversation regarding your current financial status and future aims, please contact us today. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk