Where there are 2 spouses and children if one of the spouses dies and the other inherits the assets of the deceased this can pose a risk to the...
As seen in my last tax tip Tax Tip 194: Transferring a Property from a Testamentary Trust to a Beneficiary Without CGT Tax Tip 194: Transferring...
Trusts are generally considered the greatest British invention, (the sandwich comes in second), and Testamentary Discretionary Trusts (TDTs) are...
Testamentary Trusts and Bucket Companies It is possible to incorporate the bucket company strategy with a testamentary discretionary trust. I...
Legal Tip: The Trustee of Testamentary Discretionary Trusts It is generally more appropriate to have a separate non-trading company act as...
Testamentary Discretionary Trusts (TDT) set up in a person’s will can save the family a fortune in tax as well as give other benefits. These...
Good Evening, Little Back Story. We have a PPOR and 3 investment properties, all CF+ . My family consists of myself and 3 sons. the two eldest...
Hi I've got a draft copy from my lawyer for setting up a testamentary trust within my will. much of it is in legal speak above my laymans...
hi Were planning on setting up a testamentary trust thru our will for our kids. From reading earlier posts I understand the benefits of setting up...
Quick summary - a discretionary trust is a great way to hold shares. An ideal way to own shares would be via a discretionary trust. The main...
Setting up a Testamentary Trust after someone’s Death It is possible to set up a trust to transfer an inheritance into, even if the deceased did...
One or multiple Testamentary Trusts in a will? When setting up a testamentary trust consider the long term effects on the beneficiaries of the...
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