1

What is Inheritance tax planning?

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2

When is inheritance tax paid?

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3

How is UK inheritance tax calculated?

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4

How does the Nil Rate Band allowance work?

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5

How does the 7-year rule work?

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6

What is a Chargeable Lifetime Transfer or CLT?

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7

Is the value of my business liable for Inheritance tax?

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8

What gifts can I make to reduce my Inheritance tax?

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9

Does inheritance tax apply to non-UK assets?

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10

Can payment of Inheritance tax be deferred?

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11

My spouse died 10 years ago what is my allowance for inheritance tax?

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12

Why might my grandchildren pay 64% inheritance tax instead of 40%?

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13

What is the Rysaffe principle and how does it help me?

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14

How does the Residential Nil Rate Band allowance work?

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15

What is a Potentially Exempt Transfer or PET?

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16

What is Taper relief?

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1

Why is a lifetime trust better that a Will Trust?

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2

Why is it important to set up an Estate planning structure?

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3

What is an IPDI and why is it useful?

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4

When can a Deed of Variation be used?

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5

What can I do if a family member has died without a Will?

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6

How does leaving my assets to a trust protect my children if they get divorced?

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7

Are there any inheritance tax benefits to an Estate planning structure?

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8

One of my children lives abroad – Can they be a trustee or benefit from a Trust?

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9

Why do you recommend a non-family member to be a Trustee?

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10

How can I safeguard my Residential nil rate band?

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11

What happens if my children have insufficient funds to repay a loan from my Trusts?

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12

What happens to my trusts if one of my children dies before me?

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13

Can a spouse of one of my children be supported from my trust even though they are not a beneficiary?

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14

What is the benefit of holding my main residence as Tenants in common instead of Joint tenancy?

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15

My pension is already in trust - Why should I set up another trust?

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16

What is an expression of wishes document for a trust

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1

What is an inheritance tax loan trust?

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2

Can I put a property into a Trust?

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4

How much money can I put into a Trust?

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5

Why is a Flexible reversionary trust so useful for inheritance tax?

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5

How can you give money to your children without breaking the 7 year IHT rule

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6

Does UK inheritance tax apply to non-UK assets?

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1

I have lived abroad and am returning to live in the UK – How can I reduce my inheritance tax

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2

I'm not a resident in the U.K- Will I still be liable to UK inheritance tax?

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3

One of my children lives abroad – Can they be a trustee or benefit from a Trust?

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4

Does UK inheritance tax apply to non-UK assets?

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5

What are the benefits of an excluded property trust

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1

How landlords can set up a Family Investment Company and an Employee Benefit Trust -

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2

Can I convert an existing company into a family investment company?

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3

Why should I use a family investment company instead of a normal limited company?

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4

Why use an employee benefit trust with my family investment company?

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5

What is a family investment company and why should I consider setting up one?

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6

Is a family investment company taxed differently to a normal limited company?

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7

Can I use a family investment company for an investment portfolio?

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8

Can I have more than one family investment company?

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9

Why UK landlords should use a Family Investment Company not a Ltd company to avoid inheritance tax

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10

How landlords can use an employee benefit trust to avoid inheritance tax and capital gains tax

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11

What is a family investment company and why should I consider setting up one

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12

Can a Family investment company be set up with shares for minors?

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13

Should you place your family investment company shares into a discretionary trust

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14

What can I invest in using an FIC

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1

What is different about working with bluebond tax planning

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2

What type of clients do Bluebond work with

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3

Why choose Bluebond for your inheritance tax advice

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4

How does Bluebond's initial IHT advice service work for new clients?

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5

In what areas do Bluebond service clients?

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1

What are the implications of giving all or part of my main residence to my children?

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2

One of my adult children lives with me - Can I gift a part of the home?

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3

Can I put my main residence into a Trust?

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4

What is the benefit of holding my main residence as Tenants in common instead of Joint tenancy?

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5

Are there any inheritance tax benefits to an Estate planning structure?

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1

Is life insurance an expensive means of avoiding Inheritance tax?

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2

What types of life insurance are used to pay any Inheritance tax due?

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3

What types of life insurance do Bluebond recommend?

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4

What if my poor health means life insurance is too expensive?

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5

I don’t understand why you say Standard whole of life is not a cost- Please explain.

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6

What is the advantage of a whole of life insurance over a term insurance?

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7

Is whole of life insurance always the best product for paying inheritance tax?

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8

What is the problem with a free trust supplied by an insurance company?

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9

I have an existing life insurance policy how is this taken into account?

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