Summary of the action required to implement your Estate and Inheritance tax Planning

Please use the links below to access each topic.

Estate Planning

Implemented by Bluebond Estate Planning Ltd if agreed.

2

Single persons Beneficiary Protection plan

1

Married Couples Solidus Plan

2

Additional Beneficiary protection Trusts (JSDLT)

2

Option to Bank RNRB Estate exceed £2M on 2nd death–

2

Grandchild Trust

2

Business Trust

2

Option for a life interest IPDI to protect the estate of the fist spouse to die.

Inheritance Tax Planning

Implemented by Future Start Independent Financial Planning Ltd if agreed.

3

Standard whole of Life insurance

3

Maximum Whole of Life insurance

2

Joint Gift Inter Vivos plan

3

Flexible reversionary Trust planning for Client 1

3

Flexible reversionary Trust planning for Client 2

3

Joint Loan Trust

2

Discretionary Protective Gifting Trust

2

Excluded Property Trust

2

Equity Release

3

Surrender of existing investments

3

Transfer of existing Pensions

Partnerships, Family Investment Companies and Employee Benefit Trust

Implemented by Bluebond Tax Solutions Ltd if agreed.

2

Set up of a general or Limited Liability Partnership

2

Report and advice for setting up an FIC*

3

Set up of a Family Investment company**from an existing partnership or existing company

3

Set up of a subsidiary (using a temporary holding company)

3

Set up of each additional separate sub company for properties

3

Conveyancing of properties to an FIC–Fee varies***

3

Creation of a shareholder agreement

3

Employee Benefit Trust report and advice†

3

Employee Benefit Trust

3

Annual review fee varies depending on the services you select

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