What is the main purpose of the Estate plan?
What are the 5 main problems solved by the Estate plan?
How does the Estate plan solve those 5 main problems?
How does the Beneficiary protection plan work?
Why do I need a new will for my Beneficiary Protection plan ?
What is the difference between a Lifetime trust and a Will trust?
What happens if my children or other beneficiaries live abroad?
Why do you recommend an independent trustee?
What is the purpose of the additional discretionary lifetime trusts?
What is the purpose of the Grandchild’s trusts?
Can we use our Estate plan to make gifts during our lifetime?
Can the trusts borrow money?
What happens to assets in the trusts after 120 years?
How do we leave some money to charities?
Who carries out the relevant work on first or second death?
What is the purpose of the expression of wishes letter?
How are offshore assets treated by the trusts?
How does the implementation process work?
I/ We have no children so why set up an Estate plan?
When would an Estate plan not be suitable?
What is an expression of wishes document for a trust
BB Seperation of main residence
Why use a Business Shares Trust
What are the different types of trust used for inheritance tax planning
What happens if all the trustees do not agree on distribution of the trust assets?
What happens if one of my children dies before me?
What happens if a beneficiary of the trust does not have sufficient money to repay the trust?
What happens if all my children dies with no grandchildren?
What happens if Bluebond or the trust company stops trading?
What happens on future changes to government rules or policy?
Why have a grandchilds trust
Avoiding IHT on joint assets
What are the costs when I die?
Are there periodic charges applied on the 10 - year anniversary of the trusts?
Are there ongoing charges to maintaining the Estate plan ?
Why should I implement a deed of variation?
Why does my main residence need to be set up as tenants in common?
Does a Tenants in common require approval from our mortgage lender?
Why place a percentage of my main residence into a single settlor trust (SSDLT)?
IHT on the main residence
Can we place other assets into the SSDLT on first death?
We have children from previous marriages, how do we ensure we protect their inheritance?
What is the purpose of an Immediate Post Death Interest Trust (IPDI)?
What are the potential inheritance tax benefits of doing a deed of variation?
How does the IPDI save inheritance tax?
What are other possible IHT benefits of the Solidus plan?
What are the benefits of an IPDI
The IHT benefits of holding your main residence as Tenants in common