Discretionary trusts vs simple wills and IHT – which route ends up costing a family more?
If you look hard enough, you will find calculations for all kinds of financial questions. Which is the best way to save for your retirement, pensions or ISAs? What is the best way to fund the purchase of a new car – lease, PCP or outright purchase?
The answer to periodic charge vs generational IHT is more difficult to find, hence the topic for our latest webinar.
We all know that a client’s estate planning can benefit from the use of discretionary trusts. This webinar will investigate the IHT position based on a 125 year trust and the IHT on the respective deaths of estate beneficiaries.
The webinar will give a balanced view of the various scenarios. We hope this will give you some insight to some of the work that goes on “behind the scenes” here at CTT Group. It will also give you a “marketing edge” when talking to clients and introducers.
We look forward to welcoming you to our 89th Superhero Webinar!
Join us on Zoom on Friday 6th and Monday 9th May.
10:00am – 11:00am
Friday 6th May: https://countrywidegroup-co-uk.zoom.us/webinar/register/5716498445839/WN_kWRs3NrDQ1uDpyjgJFS41Q
Monday 9th May: https://countrywidegroup-co-uk.zoom.us/webinar/register/3416498466903/WN_L5gD9jvwRW2d1DSIkEdY4Q
This article was submitted to be published by CTT Group as part of their advertising agreement with Today’s Wills and Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills and Probate.
