£397.00
Guide to Guide to Inheritance Tax Planning and Passing on Wealth
Whatever your plans, the right advice can help bring them to life
Published March 2023
Order now, fully personalised, for just £397.00
Guide to Guide to Inheritance Tax Planning and Passing on Wealth
Whatever your plans, the right advice can help bring them to life
Published March 2023
Fully personalised 30-page guide. Planning for the future isn’t just about providing for yourself and your family. It’s also about protecting and preserving your legacy, so that your life lessons and values live on.
CONTENTS
Welcome
What will your legacy look like?
Future generations
Passing on money securely, and efficiently, to those you love and the causes you cherish
Getting your affairs in order
Where do you want your wealth to go?
Intergenerational wealth transfer plans
Transferring of wealth from one family generation to the next
Inheritance Tax Residence Nil-Rate Band
Owning a residence which you leave to direct descendants
Lifetime transfers
Take advantage of the seven-year rule
Power of pensions
Tax-efficient solution for passing on your wealth
Making a Will
Avoid legal wrangles and confusion over who will benefit from your estate
Leaving your legacy behind
Make sure your money and possessions go to the people and causes you care about
Trusts
‘Ring-fencing’ assets to protect family wealth for future generations
UK Trust Register
Understanding how the introduction may affect you and your trust
Bare Trust
Held for the benefit of a specified beneficiary
Discretionary Trust
Wide class of potential beneficiaries
Flexible Trusts with default beneficiaries
Default beneficiaries set up in the settlor’s lifetime
Split Trusts
Family protection policies
Lasting Power of Attorney
Allowing someone to make decisions for you, or act on your behalf
Business Relief
A key solution to significantly reducing a potential future Inheritance Tax bill
Preserving wealth for future generations
Factors likely to have a lasting and positive impact on wealth
In conclusion
Whatever your plans, the right advice could help bring them to life discipline.
How to use
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Order now, fully personalised, for just £397.00
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