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08: WAY IHT Planning
Paul Wilcox (WAY Chairman & Technical Director) steers us through the complexities of Inheritance Tax planning (IHT planning) and explains WAY's approach to IHT mitigation...
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Associated link: WAY Inheritor Plans
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09: WAY Flexible Inheritor Plan
There are two distinct versions of the WAY Inheritor Plan (see below). The WAY Flexible Inheritor offers no discount on the level of the initial gift, but offers significant other benefits in terms of permanent flexibility in lieu of this temporary potential benefit...
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Associated link: WAY Inheritor Plans
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10: WAY Discounted Inheritor Plan
There are two distinct versions of the WAY Inheritor Plan (see above). For those requiring less flexibility, or are able to combine Plans, the WAY Discounted
Inheritor Plan offers an immediate potential saving of IHT (because the deemed value of the gift is discounted
from the full amount to reflect the retention value of the fixed reversions) but no flexibility...
Click on the video to get started.
Associated link: WAY Inheritor Plans
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11: WAY Duo Inheritor Plan
The WAY Duo Inheritor Plan offers investors significant flexibility when gifting assets into trust for the purposes of IHT mitigation. It introduces unique twin benefits of a discount on the value of the assets being gifted from the estate, together with substantial ongoing flexibility of access by both the Settlor and his/her beneficiaries...
Click on the video to get started.
Associated link: WAY Inheritor Plans
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12: WAY 'Gifts From Income' Inheritor Plan
The WAY 'Gifts from Income' Inheritor Plan involves a simple and effective strategy for immediately reducing one's Inheritance Taxable estate by making instantly tax-exempt gifts...
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Associated link: WAY Inheritor Plans
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13: WAY Estate Transfer Plan
The WAY Estate Transfer Plan utilises an absolute trust to hold value for future beneficiaries and as a result the gift of that value qualifies as a Potentially Exempt Transfer (PET) and not a chargeable transfer...
Click on the video to get started.
Associated link: WAY Inheritor Plans
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14: Avoiding IHT on Pension Funds
How to reduce the tax liabilty significantly for older clients who have Alternative Secured Pension schemes (ASP funds)...
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Associated link: WAY Inheritor Plans
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