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Trusts
April 2021
The Benefits of Discretionary Trusts
Trusts
April 2021
Wide class of potential beneficiaries With a Discretionary Trust, the settlor makes a gift into Trust, and the trustees hold the trust fund for a wide class of potential beneficiaries. This is known as ‘settled’ or ‘relevant’ property. For lump sum investments, the initial gift is a chargeable lifetime transfer for Inheritance Tax purposes. Read full article
Trusts
October 2019
Investment trusts
Trusts
October 2019
  Making money by investing in other companies An investment trust is a public company that raises money by selling shares to investors, and then pools that money to buy and sell a wide range of shares and assets. Different investment trusts will have different aims and different mixes of investments. Read full article
Trusts
September 2019
Trusts
Trusts
September 2019
  How to give away your wealth and keep some control Trusts are not a one-size-fits-all solution, but they are incredibly useful for protecting and giving you control over your assets. Appropriate trusts can be used for minimising or mitigating Inheritance Tax estate taxes, and they can offer other benefits as part of an integrated and coordinated approach to managing wealth. Read full article

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