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Trust & Taxation

Hitting the sweet spot, how offshore bonds can help trustees

HITTING THE SWEET SPOT, HOW OFFSHORE BONDS CAN HELP TRUSTEES

Using offshore bonds inside a discretionary trust is a real financial planning sweet spot, and can save trustees a significant amount of time and effort compared to holding the trust assets directly.
Finding the right balance

FINDING THE RIGHT BALANCE

The Lifestyle Trust is a simple, innovative solution designed to help savers who don’t want to lock away their savings, but want to start the seven year clock, to help ensure their savings are IHT efficient.
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ACHIEVING TAX-EFFICIENT WITHDRAWALS USING AN OFFSHORE BOND

Offshore bonds can be powerful solutions if used in the right way. Rachael Griffin explores the top three ways to help protect the benefit of gross roll-up and access wealth tax-efficiently.
Understanding the real benefit of ‘gross roll-up’

Understanding the real benefit of ‘gross roll-up’

‘Gross roll-up’ is a term used to explain a beneficial tax position of offshore bonds, find out how money can accumulate within a bond virtually tax-free.
Simplify your clients' ongoing tax & reporting obligations

How you can help to simplify your clients' ongoing tax and reporting obligations

When building a financial plan for your clients, any ongoing tax and reporting obligations are an important consideration.
Over 5,500 IHT investigations opened by HMRC in 18/19

Over 5,500 IHT investigations opened by HMRC in 18/19

With a rise in the number of IHT investigations opened by HMRC in recent years, it is more important than ever that advisers are able to help their clients.
View of inheritance tax report

Office of Tax Simplification Report on IHT issued

The long-awaited report outlining proposals to simplify the UK’s inheritance tax (IHT) system has finally been published. This article takes a look at the key proposals and the potential impact they could have.
How parents could be risking their children’s inheritance

How parents could be risking their children’s inheritance

Having worked hard to build their wealth, parents naturally want to protect it and see it eventually pass to their children. However, parents could potentially be just three bad decisions away from risking their children’s inheritance, and leaving them with nothing.
Appointing family members as trustees

Appointing family members as trustees, what could possibly go wrong?

All too often, when clients set up a trust, they will appoint family members to act as trustees. Clients need to be encouraged to carefully consider this decision, as the role of trustee carries with it a number of responsibilities.
The 10 year charge on trusts - three key tips for advisers

The 10 year charge on trusts - three key tips for advisers

Financial advisers who recommend discretionary trusts to their clients have a fantastic opportunity at the 10 year anniversary to meet with them and offer them some valuable advice. Here are three tips to help advisers maximise the opportunity, and to help ensure it doesn’t become a headache for their clients.

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