Supermen Webinar No.29

Has your client ever asked you to explain the difference between a Gift Trust, a Probate Trust and a Holdover Gift Trust? Would you be able to give a convincing answer that would fill your client with confidence?

Have you ever looked at a Trust and thought “what is this trying to achieve?”

Have you ever thought “surely there must be a Trust that can help in this situation?”

If any of these questions have ever crossed your mind, our FREE
Webinar is here to help!

This month, our Supermen will be exploring the different Trusts available to the proactive Estate Planner and outline when each Trust should be used to best effect.

Our Supermen will pull apart and demystify the most complicated Trusts, providing worked examples to help the Estate Planner know when (and more importantly when not!) to use each and every Trust available.

Unless you have been in the “business” for a long period of time it can be easy to forget the difference between a Gift Trust and an Interest in Possession Trust, a Holdover Gift Trust and a Bare Trust. Opportunities to mitigate or defer taxes and provide the best possible asset protection are reliant on the client (and the Estate Planner) choosing the right Trust for the job.

Countrywide deal with a variety of different Trusts including but not limited to the following:

  • Holdover Gift Trusts – Starting the “seven-year clock” for IHT without having to pay any Capital Gains Tax liability immediately on settlement
  • Probate Trusts – Allowing a client control over assets during their lifetime but also ensuring that they can retain a benefit from those same assets if required
  • Interest in Possession Trusts – Securing the right for a beneficiary to “enjoy” or “live in” the assets without legally transferring those assets to the beneficiary
  • Discretionary Trusts – Providing a beneficiary with all the benefits of “receiving an inheritance” but with considerably less risk of that inheritance being taken away
  • Historical Trusts of Land – Ensuring that informal “historic” Trusts have been correctly identified and documented
  • Declaration of Trusts – used in many areas including some tax planning to identify equitable interest

And many more!

Tune in at 10am to watch our FREE Supermen Webinar 29 on Friday 5th May or Monday 8th May, and let our Supermen answer all your questions.

Free to register!

10am – 11am on both days

Register on Friday 5th May

Click here to register

Register on Monday 8th May

Click here to register

Join our LinkedIn Discussion group:

Join our LinkedIn Supermen Webinar Group. Our Estate Planning experts will address all of the questions raised during the webinar and any further queries relating to the topics covered. Become part of our growing community of Supermen members. Share your opinions, questions and knowledge with us.

Click here to join

This article was submitted to be published by Countrywide Tax & Trust Corporation as part of their advertising agreement with Today’s Wills & Probate. The views expressed in this article are those of the submitter and not those of Today’s Wills & Probate.

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