Estate planning scenarios


Clients who want an inheritance tax-efficient ISA: Read how clients can move their ISAs out of the inheritance tax trap, without losing the ISA tax benefits or control over their assets.

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Clients looking to settle assets into trust: Read how clients can plan for an immediate 20% charge on assets settled into a discretionary trust by investing in shares that qualify for Business Property Relief (BPR).

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Clients with a power of attorney in place: It can be difficult for clients with a power of attorney in place to pass on wealth tax-efficiently. Read how clients can plan for this by investing in BPR-qualifying shares that remain the property of the client.

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Clients with a loan trust in place: Read how clients with a loan trust may want to plan for their estate by using investments that qualify for Business Property Relief.

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Income tax planning scenarios


Clients looking to reduce their income tax bill: Read how high net worth individuals can use a Venture Capital Trust (VCT) to reduce income tax liabilities across several tax years.

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Clients looking to extract money from their pension tax efficiently: Read how a Venture Capital Trust (VCT) could be used to make the most out of money extracted from a pension.

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Retirement planning issues


Clients who require access to their investment: This scenario explains how clients can retain control of their wealth while also planning to minimise inheritance tax.

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Clients likely to exceed the lifetime pension allowance: Read how clients can use VCTs to complement existing pension and retirement planning strategies.

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Clients who’ve sold a business in the last three years: Read how clients who have sold a business could invest the proceeds to reduce an inheritance tax liability on their estate.

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Clients in the medical profession looking at alternative ways to invest for retirement: Read how NHS professionals could use small company investing to offset tax on their various income streams.

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Clients who are additional rate tax payers: Read how high earners could use a Venture Capital Trust (VCT) to complement existing pension and retirement planning strategies.

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Dividend tax planning scenarios


Clients looking to extract money from a business tax efficiently: Read how a Venture Capital Trust (VCT) could be used to help extract surplus money from a business in a tax-efficient manner.

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These are just some of the ways to help you add value for your clients. To find out more, call our BDM team 0800 316 2295.