Pilot Trusts vs Will Trusts – Why Pilot Trusts Can Offer a Significant IHT Benefit
Lifetime gift giving customers may face an IHT penalty for using Will Trusts as opposed to Pilot Trusts for their death planning! Don’t let your wealthy clients fall into this trap!
Options for clients with additional properties
A brief overview of options for customers with additional properties within their properties, how to deal with CGT, how to give, when to give.
Plan to mitigate / reduce the £ 2mn RNRB cone impact
The definition of “estate” for the purposes of the RNRB differs from that elsewhere in IHTa 1984…. This provides estate planning opportunities for customers with a discount of £ 2m or more to restore their estate to the RNRB and save IHT up to £ 140,000!
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This article was submitted to be published by Countrywide under their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.