Generic trust & assignment documents
This guide is designed to highlight some key aspects of investment for trustees.
This is a glossary to cover terms that are widely used in relation to trusts.
This document outlines HMRC requirements for chargeable events reporting following divorce.
Document for appointing extra trustees to an existing trust arrangement.
This document provides information about the changes brought in with the Finance Act in 2009.
This document, published at the beginning of 2011, provides information and suggestions about opportunites for advice in 2011.
This document is a guide to completing trusts for life policies.
A trust is one way you can reduce your inheritance tax (IHT) bill and this document provides information to help you choose a suitable trust for this purpose.
This agreement is for use where individuals in a firm wish to ensure that all participators have the option to buy/sell shares on death or in the event of diagnosis of total permanent disability or a critical illness.
This agreement is for use where individuals in a firm wish to ensure that only the individual whose life is assured has the option to sell his/her shares in the firm in the event of diagnosis of critical illness or total permanent disability but they all have the option to buy/sell on death.
This document outlines the legislation affecting pre 22 March 2006 trusts introduced in Finance Act 2006.
This document is provided as a draft to help advisers and their clients document their use of the normal expenditure out of income exemption.
These notes can be used as guidance for personal representatives completing form IHT400.
This document suggests some of the reasons why you may have recommended multiple Skandia/Royal Skandia Trusts which you may wish to incorporate within your recommendation letters.
This document suggests some of the reasons that you may wish to incorporate within your recommendation letters.
This document is provided as a draft for consideration by the settlor'/settlors' legal advisers.
This guide is designed to give you a basic understanding of inheritance tax and how you could reduce your inheritance tax liability in order to pass on as much wealth as possible.
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