RETAINING CONTROL OF YOUR ASSETS

By using a trust to avoid inheritance tax instead of gifting your assets away, you and your partner can retain control while one of you is alive.

Because the trust has no funds until one of you dies, there are no additional administration or accounting costs until one of you dies, so a trust can be highly cost effective compared to a Joint Life, Second Death ‘Whole of Life’ policy taken out to pay the tax and which can involve expensive, monthly premiums as long as you live.

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