Trusts part 2 CPD:
1. What's the main dilemma most clients face with IHT & Trust planning:
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affordability
control vs personal access
finding a good solicitor
2. With a loan trust, what does the settlor have a right to:
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all the money in the trust
the 5% withdrawals from the bond
the outstanding loan balance
3. How can a discounted gift trust be set up for a married couple?
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on their individual lives
on a joint life basis
either of the above
CPD certificate details
First Name
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Last Name
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Email Address
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Firm name
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