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Inheritance Tax - Loan Trusts and Investment Bonds
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Marine_life
Posts: 1,059 Forumite
in Cutting tax
We had a meeting with a Financial Advisor specifically on the topic of using loan trusts / Investment Bonds.
I understand the principle and think it potentially works for us but am balking a bit at the fees of 1.5%. Is that normal?
Is there any way to set up one of these arrangements DIY?
I understand the principle and think it potentially works for us but am balking a bit at the fees of 1.5%. Is that normal?
Is there any way to set up one of these arrangements DIY?
Money won't buy you happiness....but I have never been in a situation where more money made things worse!
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