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An ISA (Individual Savings Account) is a savings account available to UK residents on which the return is tax-free and which need not be declared on the investor’s tax return. All income (dividends and interest) and all capital gains within the account are free of tax. For the current year, 6 April 2024 to 5 April 2025 the overall investment limit is £20,000 (excluding the British ISA which has a separate £5,000 limit).

 

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Guidance

An introduction to trusts and their uses in estate planning

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Fundsmith investors tell us that Inheritance Tax (IHT) is an area of growing concern.  One vehicle that may helpful when planning around this topic is a trust.  Trusts have been available for hundreds of years yet remain shrouded in mystery for the majority.  This presentation looks to introduce trusts and at some of the most common types and their uses.

If you have any comments or questions on the presentation, please contact:  Niall Allardice, Private Client Director  n.allardice@fundsmith.co.uk

This presentation took place on 6th October 2022 at the Fundsmith office in Cavendish Square, London. The information contained therein is correct as of that date.  Nothing contained within the presentation or the accompanying notes should be taken as advice.  Should you feel you need advice please contact an independent financial adviser.

N.B. This presentation was created using Microsoft PowerPoint and therefore if you use another software package to open it, it may distort some of the formatting.  Regardless of which package you use, notes are provided for each slide to provide further context.  Several of the slides are best viewed by using the slide show option.  This is because the slide itself contains multiple graphics designed to appear/disappear as the slide was verbally explained at the live event.