• Section 73 Investment Plans - Bear With Me. Podcast#303

  • Aug 12 2024
  • Duración: 27 m
  • Podcast

Section 73 Investment Plans - Bear With Me. Podcast#303

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  • Resumen

  • 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
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Economía Finanzas Personales
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