• March 28, 2024
 Exploring IHT Planning Options And An Introduction To The Super Gift Trust!

Exploring IHT Planning Options And An Introduction To The Super Gift Trust!

Join our team of technical experts to find out more!

Supermen Webinar 62 –

Exploring IHT planning options and an Introduction to the Super Gift Trust!

Inheritance Tax is an evocative subject and one that is currently receiving significant amount of financial media attention and therefore public interest.

Whilst there are many complexities in this area of law, it is our role as advisers and providers to our members and their clients to create simple solutions for them that overcome these complexities with intelligent strategies such as:

The Family Probate Preservation Plus Trust

  • No tax charges on entry, at the 10 years anniversaries, or on exit irrespective of the value settled into it.

The Family Investment Probate Trust

  • No tax charges on entry, at the 10 years anniversaries, or on exit irrespective of the value settled into it.

And now for clients with an Inheritance Tax (IHT) liability looming:

THE FAMILY SUPER GIFT TRUST

All the same benefits of no tax charges on entry, at the 10 years anniversaries or on exit irrespective of the value settled into it. For certain clients looking to potentially reduce the burden of IHT on their beneficiaries.

Unexpected future tax liabilities for your clients aren’t just a risk to your client’s wealth they are a significant to your wealth too!

The Family Super Gift Trust protects your clients, and your business!

Tune in to the Supermen Webinar on Friday 14th February and/or Monday 17th February to find out more.

Webinar Agenda:

Exploring IHT planning options and an Introduction to the Super Gift Trust!

  • Looking at the Government’s Inheritance Tax consultation – Don’t panic!
  • Further insight into the Super Gift Trust (clients can gift as much as they want!)
  • Gift and Loan Planning – “automating using the client’s annual £3,000 allowance”
  • Webinar quiz!
  • And More!

Register your place on our FREE webinar!

All Webinars commence at 10:00am and finish at 11:00am

Friday 14th Feb
Monday 17th Feb

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.

Charlotte Ponder LL.B (Hons) TEP

Charlotte Ponder LL.B (Hons) TEP is the Legal Director of Countrywide Tax & Trust Corporation Ltd and Countrywide Legacy, Charlotte holds a key responsibility in overseeing the running of the company as well as ensuring that the day-to-day operations run smoothly. With a strong legal background, Charlotte is well placed to take on this demanding position, having worked in multiple areas of law before progressing to Countrywide and interacted directly with clients to explain complex concepts in a simple manner. Following her studies and being called to the Bar, Charlotte’s legal career began in family law. As well as providing a strong foundation for her legal experience to build upon, here she also witnessed many divorce cases involving high asset losses, sparking her interest in how such consequences could be prevented.