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High net worth family planning using trusts

By Mark Battersby, 4 Apr 18

In this real-life case study, a high net worth family of mixed ethnicity faces complex issues around succession planning, inheritance tax and forced heirship.

Pensioners bankrolling three generations

Click here for insights on how to use trusts or international financial planning in the latest digital edition of International Adviser.

 

Tags: High Net Worth | Succession Planning | Wills And Trusts

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.