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Search results: 4 article(s) found in topic: Inheritance tax - keyword: Trusts

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IN THIS ISSUE - TAX PLANNING WITH TRUSTS

Tax planning with trusts in the modern era

A client wants to set up a discretionary trust for the benefit of their family. What tax planning opportunities can you suggest, and what is it essential not to overlook once things are up and running? More...

ESTATES IN ADMINISTRATION

A little-known last resort for the cash-strapped estate

When one of your clients dies there may be an inheritance tax bill for the estate to settle. Increasingly, people who are wealthy on paper have little cash in reality. What options are open to administrators who are struggling to raise funds? More...

INHERITANCE TAX

How does a discounted gift trust work?

Many clients are interested in inheritance tax (IHT) planning, but can’t afford to give away income-producing assets which they need to fund their lifestyle. Is there a way to give these away while retaining the income in a tax-efficient way? More...

succession planning

Family investment companies replacing family trusts?

With HMRC’s latest proposal to prevent taxpayers from saving IHT by setting up multiple trusts, a family investment company may offer a more tax-efficient option for wealthy clients. How could it be used to cut your client’s IHT bill? More...
Last updated: 22.05.2020

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