Discretionary loan trusts as an Inheritance Tax planning tool скачать в хорошем качестве

Discretionary loan trusts as an Inheritance Tax planning tool

A discretionary loan trust is where you, known as the settlor, make a cash loan to trustees, who then invest the funds in an investment – most often an investment bond. The main benefit of the loan trust is that it allows you to have access to the amount you lend, with any future investment growth falling outside of your estate for inheritance tax purposes. Watch to understand further benefits for your Inheritance Tax planning and the watch-outs to makes sure you’re aware of any possible chargeable events. 📗 Buy my new book: The Retirement Café Handbook – Nine Accelerators for a Successful Retirement: https://amzn.to/3Q686I8 Other videos you might like: Beginner’s Guide to trusts: settlors, beneficiaries & trustees:    • Guide to trusts: settlors, beneficiaries &...   Potentially exempt transfers (PETs), the 7-year rule and taper relief (Inheritance Tax Planning):    • Potentially exempt transfers (PETs), the 7...   More tax and trust planning videos:    • Tax & Trust Planning   Thanks for checking out my YouTube channel - I’m Justin King and my aim is to help people to live successful lives. That often involves understanding your money. If you enjoy this video, please press the like button to help more people like you find my channel. If you're planning your retirement and want to make the best use of your wealth to provide for your family throughout retirement and beyond, or work out how best to pay for a loved one’s care, I may be able to help you. As a Chartered Financial Planner at boutique retirement planning practice, MFP Wealth Management, I help successful people retire with complete confidence. To explore whether I could help you, get in touch at https://www.mfpwealthmanagement.co.uk. Get my weekly newsletter: https://bit.ly/MFPnews Check out my podcast: https://www.theretirementcafe.co.uk/ Connect with me: On Twitter:   / justinkingcfp   On LinkedIn:   / justinking-online-retirement-planner-ifa   This video is for information and entertainment only. Nothing on this channel constitutes financial advice. Please do not make any decisions based on the contents of my videos; seek professional independent financial advice first!