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- Life Assurance Trusts, Trust Administration
Deed of Assignment of Life Assurance
- £450.00
- A Deed of Assignment of life assurance is a legal document that transfers ownership of a life assurance policy from one person to another. This type of document can be used in estate planning to help minimise Inheritance Tax (IHT) and protect assets from care home fees.
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- Trusts within the Will, Will & Additional Clause, Will with Distribution to Trusts, Wills
Execution Statement
- £0.00
- An Execution Statement is a formal statement that is included in a will to indicate that the document has been executed according to the legal requirements of the jurisdiction where it was created. In the UK, the law sets out specific formalities that must be followed when executing a will in order for it to be valid.
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- Business Products, Will with Distribution to Trusts
Family Agricultural Trust
- £400.00
- A Family Agricultural Trust is a type of trust that is specifically designed to hold agricultural assets that qualify for Agricultural Property Relief (APR). APR is a tax relief that reduces the value of certain agricultural property when calculating the Inheritance Tax (IHT) liability on an estate.
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- Business Products, Will with Distribution to Trusts
Family Business Trust
- £400.00
- A Family Business Trust is a type of trust established for the purpose of holding and managing a family-owned business. This type of trust is typically used in estate planning to help ensure the smooth transfer of a business from one generation to the next, and to minimise any potential inheritance tax liabilities.
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- Will with Distribution to Trusts
Family Disabled Trust
- £1,500.00
- A Family Disabled Trust is a type of trust that is established outside of a will as part of lifetime planning. This trust is intended for the benefit of disabled beneficiaries and is often utilised for the more favourable tax status that such beneficiaries can be entitled to.
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- Trusts NOT Settled by a Will
Family Gift Trust
- £600.00
- The Family Gift Trust is a type of trust that is established outside of a will and is primarily used for lifetime planning. It allows clients to transfer assets into the trust while they are still alive. The key feature of the Family Gift Trust is that the Settlor of the trust is not a potential beneficiary of the trust.…
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- Trusts NOT Settled by a Will
Family Holdover Gift Trust (CGT Holdover)
- £1,200.00
- The Family Holdover Gift Trust is a type of trust established in the UK for lifetime planning purposes. It is a type of Pilot Trust that is created outside of a Will and is not usually referenced in the Will. The purpose of the trust is to allow individuals to settle assets into it during their lifetime, which can be…
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- Will with Distribution to Trusts
Family Interest In Possession Trust
- £700.00
- The Family Interest in Possession Trust is a type of 'Pilot Trust' that is established outside of the Will, but is referenced in the Will and usually not funded until after death. It is typically recommended for use by married couples with an estate that exceeds the value of two Nil Rate Bands. The Family Interest in Possession Trust is…
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- Trusts NOT Settled by a Will
Family Investment Probate Trust
- £480.00
- The Family Investment Probate Trust is a type of 'Pilot Trust' that is established outside of the Will. This trust allows the settlor(s) to settle investments, cash, and other assets into the trust while they are alive. One of the key features of this trust is that the settlor(s) are also potential beneficiaries of the trust, along with others, which…
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- Life Assurance Trusts
Family Joint Life Assurance Trust
- £700.00
- The Family Joint Life Assurance Trust is a type of pilot trust that is established outside of the will. Unlike other trusts that may be referenced in the will, this trust is created for the purpose of assigning life assurance policies. It is a joint trust, meaning there are two or more settlors, and is typically used for joint life…
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- Life Assurance Trusts, Trusts NOT Settled by a Will
Family Life Assurance Trust
- £450.00
- The Family Life Assurance Trust is an effective tool for estate planning that is established outside a Will. Unlike other trusts that may be referenced in the Will, the Family Life Assurance Trust is established specifically for life assurance policies. The process of assigning appropriate policies to the trust enables the removal of the sum insured from the policy holder's…
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- Trusts NOT Settled by a Will
Family Pension Death Benefits Trust
- £320.00
- A Family Pension Death Benefits Trust is a type of trust that is set up to receive and manage the death benefits of a pension plan for the benefit of the family members. The main purpose of this trust is to provide financial security for the surviving spouse and dependents of the deceased.
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