Reviewable Whole of Life Insurance Policies – Pros and cons

Reviewable Whole of Life Insurance Policies – Pros and cons

Many people take out reviewable whole of life insurance policies to cover the cost of Inheritance Tax on their estates on death.

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Reducing Inheritance Tax on Parental Residential Properties

Reducing Inheritance Tax on Parental Residential Properties

For many families, the bulk of their family wealth will be tied up in their residential property. From an Inheritance Tax perspective, this means that any amounts in excess of the Inheritance Tax threshold of £325,000 per person (£650,000 per couple) will be liable to Inheritance Tax at a rate of 40%. This, in turn, means that for each £100,000 of the estate over these thresholds, the children would only be able to benefit by £60,000. Therefore it can be seen that finding ways to reduce Inheritance Tax on parental residential properties can help the children significantly.

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Taxation Treatment for Gifted Properties

Taxation Treatment for Gifted Properties

If you are considering gifting a property it is important to understand exactly what the taxation implications of this decision would be. The relevant taxes to consider would be Stamp Duty, Capital Gains Tax, Inheritance Tax and Income Tax.

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Possession Trusts

Possession Trusts 

Trusts are legal structures set up to manage assets for people. They enable individuals to control and protect family assets and different trusts are useful for different sets of circumstances.

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