Download Planning PDFs
Guides
General
- Asset Review Guidelines
- Guide to Offshore Plans
- Guide to RL360 Plans (Non-UK resident)
- Guide to Taxation in India
- Moving to Australia
- Nomination of Beneficiary vs Beneficiary Trust
- Obligations of UK trustees
- Offshore Plans as UK Trustee Investments
- Offshore Plans for UK Resident Companies
- Onshore versus Wrap offshore
- Planning considerations for British expatriates
- The flexibility of segmentation
- Top-slicing relief
- UK IHT for a non-UK domicile with UK situs assets
- UK Statutory Residence Test Flowchart
- US Estate Tax Planning
- What happens to my money?
- Why use Capital Redemption?
UK Taxation
- 7 benefits of an offshore plan
- How is a chargeable event calculated?
- IHT taper relief - How does it work?
- Taxation of Personalised Portfolio Bonds (PPB)
- Temporary non-residence for UK Expats
- Time apportionment relief
- UK Inheritance Tax exemptions and reliefs
- UK Tax Benefits of Using Segmentation
- UK Taxation of an RL360 Policy
Automatic Exchange of Information (AEOI)
Trusts
General
- Avoiding Isle of Man Probate
- Avoiding uncertainty with IHT planning
- Chargeable event in a trust
- Deed of Appointment/Retirement of Trustees
- Discretionary Trusts - periodic and exit charges
- Discretionary Trusts- Types of Beneficiaries
- Guide to Trusts
- IHT Planning Post Spring Budget 2024
- IHT planning - problems and solutions
- Insurance wrappers - Reducing the administrative burden for trustees
- RL360 Trusts FAQs
- Trust Matrix
- Trust versus Foundation
- Trusts - One size does not fit all
- Using a letter of wishes
- Which trust? (single premium) - printable
- Which trust? Regular Payment Plans