Estate Planning – Advanced Level Discretionary Trust Solution for HNWs

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In this video Martin explains how part of an unencumbered property portfolio can pass into a Discretionary Trust, creating a chargeable lifetime transfer tax charge of 20% today, as opposed…


hrh meya says:

good job thanks

Michael Seery says:

Video alright. Not exactly advance planning + video made unprofessional
with estimate calculations & looking down at boards for prompts of advice.

Jason Woltman says:

Hi Martin,

Does this apply to those who don’t yet have the millions in the bank?

Thank you,

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