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

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Inheritance Tax Planning with Bluebond

Жыл бұрын

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We dive deeper into how and why should landlords set up a Family Investment Company and an Employee Benefit Trust in order to avoid IHT.
There are a few reasons why someone would want to change an existing company into a Family Investment Company, especially when trying to avoid inheritance tax issues.
We have been providing specialist Estate planning and Inheritance tax (IHT) advice for more than 18 years. The aim of this channel is to help you to understand how Inheritance tax works and what you can do to resolve your inheritance tax problems.
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Пікірлер: 14

@user-ow4fo2to5d 3 ай бұрын

Hi Charles, how do you actually transfer “properties with mortgage” from individual names to the FIC without refinancing? Pls clarify this. Thanks!

@Inheritancetaxadvice 3 ай бұрын

Normally an LLP is set up first and then the clients have to wait 3 years to claim incorporation relief. While waiting they rearrange thioer mortages for corporate lending

@principalitystays4682 Жыл бұрын

So to refinance one of the property, would that be your own name or in LLP name? Thanks

@Inheritancetaxadvice Жыл бұрын

Sorry But I am unsure what you mean by your questions - can you please expin a bit more detail

@Natalie-dk5xy 8 ай бұрын

Say if you only have 2 properties and want to partner with a sibling? Is it best to stay as an LLP

@Inheritancetaxadvice 8 ай бұрын

You can partner with whomever you want but what happens down the line when you want to leave the company to your children. IMO - Running property should not be done with family or family as too big a risk of falling out

@rupertandrews6177 9 ай бұрын

Hi Charles, How do you avoid being caught in the following tax avoidance advice. Home Tax avoidance Guidance Property business arrangements involving hybrid partnerships (Spotlight 63) Find out about a scheme used by individual landlords to avoid paying tax on their property income and reduce Capital Gains Tax and Inheritance Tax.

@Inheritancetaxadvice 9 ай бұрын

WE are confident that the way we do it has no issues with HMRC - The compmanies who have fallen short were trying to take shortcuts in my opinion

@rupertandrews6177 8 ай бұрын

Hi Charles Please can you send me a copy of the excellent webinar I attended on the 4th November Many thanks

@Inheritancetaxadvice 8 ай бұрын

@@rupertandrews6177 - Hi Rupert _ I found your email and have just emailed it directly to you

@Inheritancetaxadvice 8 ай бұрын

These issues are only a problem to companies that tried to use "close to the wind" planning. Simply not an issue for us as we stick to the rules and HMRC guidelines

@rupertandrews6177 8 ай бұрын

Hi Charles Do you have a HMRC Approval Registration Number for your scheme Thanks