Download Trust Planning PDFs
Guides
General
- Asset Review Guidelines
- Guide to Offshore Plans
- Guide to RL360 Plans (Non-UK resident)
- Nomination of Beneficiary vs Beneficiary Trust
- Offshore Plans as UK Trustee Investments
- Offshore Plans for UK Resident Companies
- Onshore versus Wrap offshore
- The flexibility of segmentation
- UK Statutory Residence Test Flowchart
- What happens to my money?
- Why use Capital Redemption?
UK Taxation
- How is a chargeable event calculated?
- Tax Planning for Non UK Domiciled Individuals
- Taxation of Personalised Portfolio Bonds (PPB)
- Time apportionment relief
- UK Inheritance Tax planning using whole of life assurance
- UK Tax Benefits of Using Segmentation
- UK Taxation - Regular Payment Offshore Plans
- UK Taxation - Single Payment Offshore Plans
Automatic Exchange of Information (AEOI)
Trusts
General
- Avoiding Isle of Man Probate
- Avoiding uncertainty with IHT planning
- Deed of Appointment/Retirement of Trustees
- Discretionary Trusts - periodic and exit charges
- Guide to Trusts
- 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
Beneficiary Trust
Isle of Man Probate Trust
Discounted Gift Trust
Gift Trust
Loan Trust
International Flexible Trust
- International Flexible Trust Case Study
- International Flexible Trust Deed
- International Flexible Trust Deed (Corporate Trustee)
- International Flexible Trust How Does It Work?