Feature: International Investment
April 16, 2018
Feature: SEIS Scheme 
May 14, 2018
Feature: International Investment
April 16, 2018
Feature: SEIS Scheme 
May 14, 2018

Featured: Flexible Reversionary Trust

In the UK the inheritance tax threshold is so low (just £325,000) that it can have an impact on those with modest estates, simply through home ownership. At the same time, these people may be struggling with concerns over the costs associated with long term care should their health deteriorate in retirement.

On one hand, they may have too many assets to enable their children to inherit without incurring a tax liability upon their death, while on the other they are loath to pass on any of their assets in case they need to call upon them should they have a fall, or become ill.

A flexible reversionary trust may be appropriate in these circumstances, to enable you to pass assets on to your children and provide an inheritance during your lifetime when they are more able to benefit from it, with the knowledge that you would be able to recall the capital should it be required in later life.

For more information on inheritance tax planning, gifting or long term care, please do not hesitate to make contact today and arrange a free confidential review in the comfort of your own home.

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