What properties to benefit the client should Asset Protection Trusts have (PPPT)?

Every client needs a hero!

09/11/2016 at 10.00am

Date: Wednesday 9th November 2016

Time: 10:00 AM – 11:00 AM GMT

To book your place please click here

Topics Covered:

  1. Asset Protection Trusts, (or, as CTTC Ltd call them Probate Preservation Plus Trusts) are in regular use and a valid part of planning BUT what additional properties should they have to protect the client. 
  • Ensure CLT Limits are not breached on settlement.
  • Periodic and Exit charges are not payable on growth of property.
  • If surviving spouse is alive and on first death the value in the trust is above the NRB no IHT Tax payable.
  • Will the Trust enable RNRB to be claimed
  • Money back Guarantee
  • Revocable or irrevocable?
  1. The proposed increase in Probate Fees and their effect on Estate Planning recommendations. 
  1. CTTC Ltd’s Probate Service.

*NEW DATES ADDED* 10th November 2016, 10am-11am, click here to register SESSION FULL  |   11th November 2016, 10am-11am, click here to register

This article was submitted to be published by Countrywide Tax & Trust Corporation as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

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