What is the difference between a Lifetime trust and a Will trust?
Why does our main residence need to be set up as tenants in common?
Does a Tenants in common require approval from our mortgage lender?
We have children from previous marriages, how do we ensure we protect their inheritance?
What happens if my children or other beneficiaries live abroad?
Why do you recommend an independent trustee?
Can the trusts borrow money?
What happens to assets in the trusts after 120 years?
How do we leave some money to charities?
What is the purpose of the expression of wishes letter?
How are offshore assets treated by the trusts?
We have no children, so why set up a Solidus plan?
BB Seperation of main residence
Why use a Business Shares Trust
How to choose an independent trustee
What is the main purpose of the Estate plan?
What are the 5 main problems solved by the Estate plan?
How does the Estate plan solve those 5 main problems?
How does the Solidus plan work?
Why do we need new wills with our Solidus plan ?
Why place a percentage of our main residence into a single settlor trust (SSDLT)?
Can we place other assets into the SSDLT on first death?
What happens with the SSDLT of the surviving spouse?
What is the purpose of a RNRB Immediate Post Death Interest Trust (IPDI)?
What is the purpose of the Joint settlor discretionary lifetime trusts?
What is the purpose of the Grandchild’s trusts?
Can we use our Estate plan to make gifts during our lifetime?
What is an expression of wishes document for a trust
How does the implementation process work?
Can an expression of wishes letter be changed
Who carries out the relevant work on first or second death?
Why have a grandchilds trust
IHT on the main residence
What are the benefits of an IPDI
The IHT benefits of holding your main residence as Tenants in common
What are the potential inheritance tax benefits of a Solidus Plan?
How does the IPDI save inheritance tax?
What are other possible IHT benefits of the Solidus plan?
What are the different types of trust used for inheritance tax planning
What happens if my spouse does not want to place a percentage of the property into the SSDLT?
What happens if my spouse wants to move or sell after the first person dies?
What happens if all the trustees do not agree on distribution of the trust assets?
What happens to our Solidus plan if we get divorced?
What happens if one of my children dies before me?
What happens if a beneficiary of the trust does not have sufficient money to repay the trust?
What happens if Bluebond or the trust company stops trading?
What happens if all my children dies with no grandchildren?
What happens on future changes to government rules or policy?
Avoiding IHT on joint assets
What are the likely costs on the first spouse to die?
What are the costs when the second spouse dies?
Are there periodic charges applied on the 10 - year anniversary of the trusts?
Are there ongoing charges to maintaining the Estate plan?