Topics covered:
We all strive to give our clients best advice, so why advise a Flexible Life Interest Trust for your clients?
• When FLIT falls FLAT on its face
• Potential loss of the RNRB
• No future flexibility in choosing which beneficiary should be “used”
The solution is the Countrywide Flexible Family Trust: A Trust with Trustees discretion to decide at the right time (i.e. death) as to who is best to benefit and why
• Countrywide’s Flexible Family Trust
• How it qualifies for the RNRB
• How it ensures the right beneficiary(s) is/are “used”
And there’s more…
• Making the most of spousal exemption
• What about remarriage of the spouse?
• Do care fees affect this?
• Countrywide’s Family Interest in Possession Trust
• How the IIP Trust qualifies for spousal exemption
• How it ensures the assets are more protected than if passed to the spouse absolutely
Watch our next webinar to learn this and so much more
Register now to reserve your free place
All webinars commence at 10am and finish at 11am
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.
