A large number of clients have an objective to pass their wealth on to the next generation or generations. We explore the issues paraplanners should be thinking of when creating a suitable strategy.
Learning objectives
During the session we covered…
- Gifting during life vs gifts made after death
- Access and control
- Using the right tax wrappers
- Trusts Investment strategies
For paraplanners who are want to build an advanced knowledge of investment bonds and how they work.
Learning objectives
In this session we covered…
- Disregarded assets
- Updated top slicing guidance
- Maximising top slicing advantage with detailed case study
- Time apportion relief (pre and post 2016)
- Planning for UK resident non-domicile clients
- Bonds and retirement income strategies