Estate Planning Ideas

The following are some estate planning ideas we have developed to give an idea of the types of things we can do for our clients in respect of minimising their inheritance tax exposure.

Please note: The attached planning ideas and the content within them are purely for information and to set out the principles of certain taxation topics. Whilst we attempt to ensure that they are up to date, given the speed at which tax law changes, this is not always possible.  They should not be relied on for carrying out any tax planning, compliance or associated actions and professional advice should always be sought. Gander Tax Services Limited accepts no responsibility for any actions taken based on these factsheets or planning ideas.

Should you wish to discuss any of these ideas further, please contact Ben on planning@gandertaxservices.co.uk

 

Family Limited Partnership

New Share Classes

School and University fees planning through trusts

Settlor Interested Trusts