Lifetime Transfers

Some of your clients may want to pass parts of their estate on to family members whilst they are alive, and take advantage of the seven year rule.

The Solidus Protective Gifting Trust is designed to be used as part of your client’s protective transfer of assets to their chosen beneficiaries and as part of their IHT planning.

Benefits include protection from social impacts, such as divorce, next generation tax planning and flexibility on how and when benefits are released.

To find out more, sign up to our no fee Trust Solutions Workshop.