The 6% periodic charge suffered by discretionary trusts vs 40% on death

The 6% periodic charge suffered by discretionary trusts vs 40% on death

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:

Monday 9th May:

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.

CTT Group

CTT Group is an established Legal Services firm providing multi-disciplinary support for the UK’s Professional Adviser community. Their expertise spans multiple areas of Law, Estate Planning, Finance and Tax matters. CTT Group is recognised as a leading figure in the industry due to their wealth of experience and technical knowledge in the legal and financial sectors.

CTT Group is made up of six areas:

CTT Tax and Trust: a premium support system for the Professional Adviser community, providing professional executor and Trustee services. They specialise in Estate Planning, Tax and Trust matters and have a wealth of knowledge and experience in delivering the right solutions for your clients.
CTT Accountancy: A newly established Accountancy firm that will work in partnership with you and your business. CTT Accountancy is a practice of highly skilled and experienced accountants with expertise in trust matters, uniquely positioned to offer your clients a range of accounting services, whatever their needs.
CTT Legal: Providing innovative and modern solutions to even the most complex legal problems. CTT Legal offer comprehensive Legal advice alongside CTT Law; an SRA-regulated law firm and strategic partner of CTT Group.
CTT Private Client: Offering individual professional advice to high-net-worth individuals with various financial situations. Their specialist team have a wealth of knowledge and will work with you to understand your requirements and provide bespoke advice.
CTT Legacy Software: Ground-breaking legal software that will change how you work. Legacy was explicitly designed with you and your business in mind, so it will seamlessly align with your needs. It can also be tailored to suit your business needs, giving you complete control over your client journey.
CTT Professional Services: A specialised knowledge hub designed for the Professional Adviser community and CTT Group members. The Professional Services team will provide you with a bespoke training and support package to suit any business.
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Contact: CTT Group Tel: 01926 514 390 Email: [email protected] Address: CTT Group, Gales House 62 Kenilworth road Leamington Spa CV32 6JX