Inheritance Tax Planning

Inheritance tax and lifetime planning The broad aim of lifetime planning from an inheritance tax (IHT) perspective is to organise a person’s assets during their lifetime in such a way as to minimise the future IHT charge on death. This may be achieved in a number of different ways and a major part of lifetime…

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The Benefits of Lifetime Trusts

The Benefits of a Trust There are a number of positive benefits in having a trust, particularly as, the client can retain some influence over the use of the asset by being a trustee themselves or having a responsibility in appointing them. Equally, there are some persuasive arguments where trusts can be the perfect protection…

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