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Don’t Make This Gift Mistake: PETs vs CLTs for Inheritance Tax | Bluebond Group | Charles de Lastic
Every gift for inheritance tax (IHT) purposes is either a Potentially Exempt Transfer (PET) or a Chargeable Lifetime Transfer (CLT), and the tax consequences of each are completely different. A PET is…
Very important: Inheritance Tax UK rules may change in 2026 — most people aren’t prepared
Act now or risk losing millions to HMRC. Inheritance tax UK rules may change in 2026 — most people aren’t prepared. ——– 🔔 Subscribe for expert UK tax planning insights 📊 Free persona…
How to avoid IHT on your pension due to changes in the 2024 Budget
Pension inheritance tax UK changes could put far more of your family wealth at risk than expected. Fail to plan early, and HMRC could take far more from your pension than you thought possible. If you…
Are Loans to Adult Children from a Trust Tax-Free?
Is a loan from a trust tax free? The answer to that question depends on the type of trust – most flexible reversionary trusts do not allow loans, but you can make gifts out of the trust which are subj…
How HMRC Knows the Value of Your Estate When You Die
In this video, we discuss the critical steps and considerations for avoiding false declarations when dealing with inheritance tax. Key points include: – The role of a professional agent or solic…
How Do You Move Assets into a Trust?
In this video, we explore various methods for transferring cash and other assets into a trust. Learn about: Opening a bank account in the name of the trust Transferring share portfolios by changing th…
Why Landlords Need to Wait Three Years to Set Up a Family Investment Company
Professional Landlords and Limited Companies Some landlords suggest managing property portfolios through limited companies to address income tax concerns related to section 24 issues. However, even af…
Will Inheritance Tax Be Abolished?
Explore the intricate landscape of inheritance tax with Charles DeLastic, the Managing Director of Blue Gong Tax Planning. With over 18 years of expertise, DeLastic sheds light on the rumors circulati…
6 easy steps to avoid your inheritance tax liability
Welcome to our channel! In this video, Charles explains our six easy steps to help you effectively resolve your inheritance tax issues. If you’re navigating the complexities of inheritance tax,…
When a property portfolio is transferred to a limited company, what factors must be considered?
This video covers the essential factors to consider when moving your rental property portfolio into a limited company. Learn about tax implications, the balance between income and inheritance tax, and…
What happens to our planning if the government makes changes in the future?
In this video, we dive deep into the crucial question many of our clients ask: What happens to our inheritance tax planning if the government changes the rules? Tax laws are ever-evolving, and it…
Should I use a disabled person’s trust or a discretionary trust?
Are you amid inheritance tax (IHT) planning and have a disabled family member to consider? This discussion explores the intricate decision between using a Disabled Person’s Trust or a Discretion…
What happens to Inheritance Tax if a couple die together in an accident?
Don’t let inheritance tax UK rules cost your family thousands if you die together. Inheritance tax UK can still apply—even when couples die in the same accident. If a married couple dies together, man…
Should I use a discretionary trust or an Employee Benefit trust to hold my company shares?
Are you considering placing your Family Investment Company (FIC) shares into a discretionary trust or an Employee Benefit Trust (EBT)? Explore the factors that should guide your decision, such as the…
How is Inheritance Tax calculated if you own assets in other countries?
Don’t let inheritance tax UK rules on foreign assets cost your family 40% unnecessarily. Inheritance tax UK applies to worldwide assets—many miss this and overpay HMRC. If you own property, investment…
How to set up a trust if your beneficiaries live abroad?
The answer to this question will depend to a high degree on where in the world those people are living. To watch further videos on this subject, please watch our playlists on this channel. We have bee…
Can a trust lend money to buy a property?
When there are funds available in a Trust, the trustees can lend money to a beneficiary to buy a property. However, there are some issues that arise from that. To watch further videos on this subject,…
Why use a Family investment company to avoid inheritance tax
Family Investment Companies are a very useful vehicle for inheritance tax planning and other planning vehicles, and you should talk to an experienced practitioner to understand how it works. To watch…
