Including how equity release can be completed on a property held in Trust
Our next Supermen Webinar will discuss the most effective strategies to ensure your client’s Trusts are settled and managed in the most beneficial and tax efficient way.
Agenda:
Ensuring all Trust Taxation is kept to a minimum including Income Tax and CGT
How to settle Trust assets effectively:
• Using Declarations and Settlement Deeds to speed the process up.
• How to settle properties already subject to mortgage/ equity release.
• How Countrywide’s range of Probate Trusts mitigate Entry, Periodic and Exit charges (plus IHT on first death of a married couple!)
How distributions should be made from a Trust to include:
• When and why should Trustees use loans to beneficiaries as opposed to absolute distributions.
• How to extract capital/income from Trust investments effectively and efficiently.
• How it is possible for clients to take advantage of equity release within Countrywide’s PPPT and how to do it effectively.
To learn more, register now to reserve a place on our free webinar!
All webinars commence at 10 am and finish at 11 am.
Friday 6th July
Monday 9th July
This article was submitted to be published by Countrywide Tax & Trust Corporation Ltd. 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.
