Other Strategies

Family Debt Planning (Inheritance Tax)

This has the potential to protect any assets, shares or cash from potential Inheritance Tax ("IHT"). This arrangement enables lifetime gifts of assets, shares or cash to be made whilst control and income from the assets are retained. Unlike conventional planning this avoids the "gift with reservation" and "pre-owned asset" charges. It is an attractive arrangement to husband and wives, and civil partners, who are considering passing IHT inefficient assets, shares or cash to children, with joint estates in excess of £1m (must be husband and wife, or civil partners).

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