Siirry offline-tilaan Player FM avulla!
Section 73 Investment Plans - Bear With Me. Podcast#303
Manage episode 433828225 series 1258775
For those looking to pass on wealth while trying to simultaneously reduce tax on the proceeds, Section 73 investment plans offer a potential solution. These plans are specifically designed and sold to try manage Capital Acquisitions Tax (CAT) liabilities on gifts, and to provide a potentially tax-efficient way to transfer assets to loved-ones. But do they work? Lets explore!
- What are they
- How do they work
- What do they 'cost'
- What the commissions are like
- Specific scenario testing
I hope it helps.
Paddy Delaney QFA RPA
307 jaksoa
Section 73 Investment Plans - Bear With Me. Podcast#303
Informed Decisions Independent Financial Planning & Money Podcast
Manage episode 433828225 series 1258775
For those looking to pass on wealth while trying to simultaneously reduce tax on the proceeds, Section 73 investment plans offer a potential solution. These plans are specifically designed and sold to try manage Capital Acquisitions Tax (CAT) liabilities on gifts, and to provide a potentially tax-efficient way to transfer assets to loved-ones. But do they work? Lets explore!
- What are they
- How do they work
- What do they 'cost'
- What the commissions are like
- Specific scenario testing
I hope it helps.
Paddy Delaney QFA RPA
307 jaksoa
Semua episode
×Tervetuloa Player FM:n!
Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.