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Tax planning is an essential part of financial advice. Setting an investment up in trust or transferring existing investments into trust can be used as a key tool for the management of capital gains and inheritance tax (IHT) planning.
While trusts are often associated with the very wealthy, trust planning can be used in many different situations and can help your clients to protect and manage their assets tax-efficiently.
A client might be looking to provide for their loved ones, protect an inheritance for their family, or provide for elderly relatives.
A bypass trust is a discretionary trust set up by the member during their lifetime, in anticipation of receiving any pension death benefits when they pass away.
We have three trust deeds your clients can use with a GIA on the Aegon Platform.
This information is based on our understanding of current taxation law and HMRC practice, which may change.
The value of any tax relief will depend on individual circumstances.
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