Trust IHT Charges

The Trust IHT Charges calculator will provide an indication of tax that will be due;

a. At start when relevant property trust is set up (initial charge), or

b. If a withdrawal is made within the first 10 years, or

c. At the 10 yearly anniversary (periodic/principle charge), or

d. When funds are withdrawn after the first 10 yearly anniversary (exit charge).

The calculator will taken account payments/addition to additional trusts.

Also whether additional funds can be identified within the Trust or if the tax is to be calculated on a ‘just and reasonable’ basis.

 

 

 

Saving Instructions

On A PC

On A MAC

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