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Why Set up a Lifetime Trust? This blog explains why it is so beneficial to have a Lifetime Trust instead of a Will Trust. Why do Solicitors Usually recommend a Will Trust? Usually, a Will Trust is set up and created by a Will and is usually a Discretionary Trust. The benefit of this is
How Does the 7 Year Inheritance Tax Rule Work? This blog explains some of the complicated rules around Inheritance Tax, including Taper Relief and the seven-year rule. It’s very important that you understand these rules and how they work because if you get them wrong, it could cost you a lot of money. The Seven
What is probate? Everything a person owns; their possessions, money and property make up their estate. When this person dies, the estate must be distributed according to their Will, if it exists. Applying for the legal right to perform the distribution is called probate. Probate is granted to the person(s) named the executor (s) in
Why you should use a Family Investment Company to avoid Inheritance Tax on Large Estates This article explains all the benefits that accompany using Family Investment Companies (FICs). An FIC may be a beneficial solution to your Inheritance Tax problem if your estate exceeds £2million in value. What is an FIC? An FIC is a
There are many different types of trusts, such as Discretionary Trusts or Immediate Post Death Interest Trusts, which all have different benefits. However, for the vast majority of people who are looking to place assets out of their estate for inheritance tax reasons, using a Flexible Reversionary Trust is one of the best methods to accomplish their inheritance tax aims.
A trust is a separate legal entity. This means that it exists separately in English law in the same way that each person is treated separately for tax purposes. A trust functions to ensure that you, or someone you choose, can retain control of your assets.