Supermen Webinar 62:
Exploring IHT planning options and an Introduction to the Super Gift Trust!

Supermen Webinar 62: 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 a 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 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 February: https://attendee.gotowebinar.com/register/170999751420780044?source=linkedin

Monday 17th February: https://attendee.gotowebinar.com/register/3830793473705940236?source=linkedin

Roger Lane - CEO

We are hiring Mortgage and Protection Advisers for our national Mortgage Advisory businesses. Turn your job into a business and a career with us.

4 年

Very well done Aston, as this market grows in the coming years, it will need qualty adivsers like you. Give me a calll when you have a moment.

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Clive Ponder TEP

Director of CTT Group, Founder Owner and Director of Countrywide Tax and Trust Corporation Ltd, CTT Accountancy and CTT Law (SRA regulated firm and a Strategic Partner of CTT Group)

4 年

Really good response from the webinar this morning about the new super trust and great Iht saving options with reduction in risk for all. Worth watching for anybody that gives Iht advice.

回复
Spencer Tattam DipPFS TEP

Technical Director at Countrywide Tax & Trust Corporation Ltd

4 年

There is still time to register for this! If not there will be a re run on Monday.

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