WORKSHOPS ROUND 1 | Tax effective use of trusts and onshore bonds in legacy planning | Sponsored by HSBC Life
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Workshop
In this session, HSBC Life will discuss ways to reduce discretionary trust IHT charges and provide further flexibility for settlors and trustees.
An overview of the core features of the HSBC Onshore Investment Bond will also be provided, and its relevance to lump sum investment planning in the current taxation environment.
What you will takeaway from this session:
- Understand how the Rysaffe Principle can be used to reduce discretionary trust IHT charges.
- Know specifically when a series of smaller trusts are created, rather than one larger trust, the settlor can reduce the impact of Periodic Charges and Exit Charges
- Will have worked through a series of case studies covering Loan and Gift Trusts.
- Know the core features of the HSBC Onshore Investment Bond.
Speakers
Sponsor
