Outright gift or trust?

[Wealth Protector]

Good morning readers.

maths, maybe you'd like to sign a non-disclosure agreement for the nitty gritty detail but depending on the estate configuration there are reliefs available to assist with this, for example rollover relief. The particular solution I have in mind has been in use for nearly 15 years now, so although I understand your reason for asking the question but suffice to say that matters are routinely engineered to successfully implement the solution. Anyway give me a call and we can talk about this.

Sir Bob, again depending on the solution this will of course vary and any cost should be meaured against the short, medium and long term benefits; suffice to say 5% of estate value as a ball park figure which when compared with a current IHT bill to the estate of say 30% net is worth every penny even before you consider what the IHT may be in 5, 10.. etc years, or what the tax savings to be made might be from thereon by Leighc following Mum's death and then thereon through succeeeding generations. By all means call me to talk this through.

Hope this helps.

Rex Ashcroft
Director
Wealth Protection International Limited
Tel: 01263 821906

[leighc]

Thanks to you all. This will take some time to digest!
Leigh