What are the main benefits of comprehensive estate planning?

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Inheritance Tax Planning with Bluebond

Inheritance Tax Planning with Bluebond

Күн бұрын

This video explains the main benefits of comprehensive estate planning.
This video explains why most people would benefit from a well structured tailor-made estate plan with wills and trusts working together to meet their family needs
To get help and answer any questions you have about inheritance tax please use the contact system on our website: www.bluebond.c...
We provide a FREE 90-minute webinar on IHT and estate planning where you can learn more about the structure and benefits and get all your questions answered.
To register for the webinar, please use the link below:
www.bluebond.c...
Anyone who attends the full webinar will be entitled to a FREE 30 minutes 1-1 personal meeting with Charles.
Charles de Lastic

Пікірлер: 4
@Shandybrother
@Shandybrother 2 жыл бұрын
Can’t government change the rules when they want making a trust invalid sometime in the future?
@Inheritancetaxadvice
@Inheritancetaxadvice 2 жыл бұрын
To the best of my knowledge there has never been a change to rules that affect exicsting trusts. Any rule changes normally affect new trusts.
@angusg220
@angusg220 Жыл бұрын
@@Inheritancetaxadvice I think you will find that there was a trust arrangement setup through Halliwells Solicitors in conjunction with St James Place Capital which put family home into a trust and that trust loaned it to another trust. The sale was made with an exchange of contracts triggering Stamp Duty at the market price but an open date for completion. It was the first time when the rules were changed by HMRC and applied retrospectively. V costly for those affected as the Stamp Duty had to be paid again as each trust was unwound and returned to original vendor.
@Inheritancetaxadvice
@Inheritancetaxadvice Жыл бұрын
@@angusg220 Hi Angus -yes but this was not retropestive changes to existing trusts - this was a company working to the letter of the rules but outside the spirit of the rules and HMRC adjusts the wording to stop abuse.
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