David from Shaw Gibbs - How to pass on property assets tax-efficiently
Jun 14, 2021 ·
15m 58s
Topics covered: . Making a will - problems associated to intestacy . Challenges of passing on assets - legal and tax traps . Taking time to plan ahead and minimise...
show more
Topics covered:
. Making a will - problems associated to intestacy
. Challenges of passing on assets - legal and tax traps
. Taking time to plan ahead and minimise later tax issues
. Legitimate ways to minimise IHT - balancing risks with efficiency
. Wills/gifting/trusts (taking control of the latter) - CGT issues
. Making use of pension to replace rental income (74 age tax bomb)
. Advising beneficiaries who your tax advisor is - how to keep things current as policy changes
show less
. Making a will - problems associated to intestacy
. Challenges of passing on assets - legal and tax traps
. Taking time to plan ahead and minimise later tax issues
. Legitimate ways to minimise IHT - balancing risks with efficiency
. Wills/gifting/trusts (taking control of the latter) - CGT issues
. Making use of pension to replace rental income (74 age tax bomb)
. Advising beneficiaries who your tax advisor is - how to keep things current as policy changes
Information
| Author | Breckon & Breckon |
| Website | - |
| Tags |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
