Section 73 Investment Plans - Bear With Me. Podcast#303
Update: 2024-08-12
Description
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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