November: Beyond the Basics: Using Trusts to Solve What Others Can't

The Guide to CTT Group’s trusts and how they can provide client solutions like no others

Covering: Different types of trusts

A recap on death planning for:

• Single clients
• Married Couples/Civil Partners below the NRB
• Married Couples/Civil Partners above the NRB
• Clients with business/agricultural assets

A recap on the NRB and the RNRB

What is a Cross Option agreement and how do they work?

What is a deed of variation and when might one be needed?

A guide to the IHT changes from April this year and Pensions and IHT coming from next April

A guide to CTT Group’s trusts

Including: The Taxation, protection and flexibility benefits of:

• The NRB and RNRB Trusts vs
• Bereaved Minor/Children’s trusts
• 18 – 25 Trusts
• Life Interest Trusts
• Flexible Life Interest Trusts
• Discretionary Trusts

• The Family Probate Preservation Plus Trust (PPPT) vs Asset Protection Trusts (APT)

• The Family Life Assurance Trust vs ‘life office’ Life Assurance trusts

• The Family Holdover Gift Trust vs Gift trusts

• Including a guide to Chargeable Lifetime Transfers (CLTs) and Potentially Exempt Transfers (PETs)

• Trust of Land vs Declaration of Trust

• How and why is a flexible power of appointment IIP trust so essential in estate planning