Released January 2018
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There are all kinds of reasons why a person might want to transfer assets to someone else and there are also all kinds of methods of achieving this transfer, some which trigger large tax liabilities, and those that don’t.
In this 12,000+ word report we look to provide a practical guide on how to save tax when transferring assets, and to illustrate these tax saving ideas by way of a series of scenarios.
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1 Why Transfer Assets?
2 Helping The Next Generation
2.1 Gifts Of Investment Assets
2.3 The ‘Cake And Eat It’ Property Trust
3.2 Limiting Your Liability
3.3 Asset Holding Companies
3.5 Special Purpose Vehicles
4 Continuity Of The Business
4.2 Keeping The Company ‘Lean And Mean’
4.3 The Parallel Investment Company
5 Transferring Assets To Save Inheritance Tax
5.1 Improving The Business/Non-Business Mixture
5.2 Unconventional Wisdom
5.4 The Family Investment LLP
5.8 Skipping A Generation (Or Two)
6.1 The Family Partnership
6.2 The Incorporation Option
7 Practical Points And Tips