Description
Contact Bluebond Tax Planning
Navigating UK Inheritance Tax (IHT) can feel overwhelming, but what if you could significantly reduce your IHT liability and protect your family’s wealth for generations? In this comprehensive video, we demystify two powerful, yet often misunderstood, UK inheritance tax planning tools: Flexible Reversionary Trusts and Family Investment Companies (FICs).
Bluebond cuts through the IHT noise, giving you a clear understanding of the pros and cons of each strategy. Here’s how these options can help you:
- Minimise IHT: Learn how to legally remove assets from your estate and potentially achieve a 0% IHT liability.
- Retain Control: Explore options for maintaining influence over your wealth, even after gifting.
- Generate Income: Understand how certain structures can provide you with a lifetime income stream.
- Protect Assets: See how trusts and FICs can safeguard your family’s legacy from unforeseen circumstances like divorce or bankruptcy.
- Optimise for Growth: Discover how FICs can offer tax-efficient investment opportunities.
We cover key considerations like the 7-year rule for trusts, the complexity and cost of FICs, and how to determine which solution (or combination of both!) is right for your unique financial situation and family dynamics.
