Bluebond Group

What are the benefits of an excluded property trust? An Excluded Property Trust (EPT) is a powerful tool for non-UK domiciles with offshore assets. Whether you're living abroad, planning a move to the UK, or safeguarding assets for UK-based beneficiaries, this trust offers significant tax-saving and protection benefits. Key Advantages: ✅ Shield Assets from UK Taxes: Offshore assets placed in an EPT are exempt from UK income, capital gains, and inheritance taxes—even if passed to UK-resident children. ✅ Protect Against Divorce: Assets borrowed from the trust remain safeguarded, with trustees reclaiming them during divorce settlements. ✅ Tax-Free Borrowing: UK-resident beneficiaries can borrow capital and income from the trust tax-free, avoiding UK jurisdiction. ✅ Inheritance Tax Savings: Borrowed funds are repaid to the trust on death, ensuring assets remain outside the estate for future generations. 💡 If you’re a non-domicile planning to settle in the UK, set up an EPT before reaching deemed domicile status (15 years of UK residency). Discover how an Excluded Property Trust can save your wealth. #ExcludedPropertyTrust #TaxPlanning #InheritanceTax #OffshoreAssets #WealthManagement #FinancialPlanning #NonDomicile https://lnkd.in/edU6P9jv

I'm not a resident in the U.K- Will I still be liable to UK inheritance tax Did you know your "domicile", not your residency, determines your UK inheritance tax liability? Even if you’re a non-resident, your worldwide assets could be taxed if you’re classed as UK-domiciled. - Born in the UK or with a UK-born father? You may be "ordinarily domiciled" and subject to IHT. - Long-term non-resident with no UK ties? You can "sever domicile" and avoid IHT on global assets. - UK property or investments? These remain liable for IHT regardless of domicile. Don’t leave it to chance—get expert advice to protect your assets. Click to learn how domicile impacts your inheritance tax liability! #InheritanceTax #UKTax #DomicileStatus #EstatePlanning #NonResidentTax #FinancialPlanning #UKIHT https://lnkd.in/e-f4BU4v

How does an excluded property trust save tax for UK non-domiciles? Are you a UK non-domicile with offshore assets? Learn how an Excluded Property Trust (EPT) can help you: - Avoid UK Income Tax, Capital Gains Tax (CGT), and Inheritance Tax (IHT) on offshore assets. - Borrow from the trust tax-free, keeping assets outside UK tax jurisdiction. - Protect your legacy for UK-domiciled beneficiaries while shielding assets from divorce risks. Ideal for those nearing deemed domicile status or with non-domicile parents planning to leave assets to UK-based heirs. Discover how to set up this powerful trust and unlock significant tax savings. Read the full guide to learn more! #InheritanceTax #TaxPlanning #OffshoreTrust #ExcludedPropertyTrust #FinancialPlanning #NonDomicileTax #UKTax https://lnkd.in/dNJpRWyt

How does EBT avoid CGT Discover how an Employee Benefit Trust (EBT) can help landlords and investors avoid Capital Gains Tax (CGT) on property and investments while slashing inheritance tax (IHT) liabilities—fast. Perfect for those with property portfolios or large investment assets, an EBT: - Defers CGT with holdover relief, potentially eliminating it entirely upon death. - Immediately removes assets from your estate, bypassing the 7-year IHT waiting period. - Offers significant savings despite setup costs (~£10,000). Learn how EBTs work for property owners and family businesses to save hundreds of thousands in taxes. Read the full article to see if an EBT is right for you! #TaxPlanning #CapitalGainsTax #InheritanceTax #EmployeeBenefitTrust #WealthManagement #PropertyInvesting #FinancialPlanning https://lnkd.in/ePywUF4P

Why have an independent trustee Why have an independent trustee? Appointing an independent trustee is essential for ensuring your wishes are respected, even if family disagreements arise. An independent trustee acts as a neutral referee, making sure your legacy plans—especially charitable bequests—are honored without bias, protecting both family harmony and your intentions. #EstatePlanning #IndependentTrustee #LegacyPlanning #CharitableGiving #TrustManagement #FinancialAdvice #InheritancePlanning #FamilyTrust #WealthProtection #AssetProtection

What type of clients do Bluebond work with? Are you facing a UK inheritance tax challenge? Bluebond specializes solely in helping clients with significant inheritance tax issues, regardless of asset size—from £1 million to £100 million. Our expert team focuses exclusively on strategies to reduce or eliminate inheritance tax, ensuring your estate is protected for future generations. We don’t handle general financial services—only dedicated inheritance tax solutions. Discover how we can help secure your legacy. #InheritanceTaxPlanning #EstateProtection #UKInheritanceTax #WealthManagement #LegacyPlanning https://lnkd.in/eiqaYh2q

Will trusts vs Lifetime trusts Did you know most people won’t face inheritance tax issues, but planning with a will trust can still have complications? While will trusts seem simple, they often overlook crucial details like the "expression of wishes" letter. This guide shows why setting up a trust early provides more control, clear guidance for trustees, and cost savings in the long run. #InheritancePlanning #EstatePlanning #WillTrusts #TrustPlanning #FinancialSecurity #WealthManagement #LegacyPlanning #ExpressionOfWishes #TaxPlanning #AssetProtection

I'm not a resident in the U.K- Will I still be liable to UK inheritance tax ? Are you living outside the UK and wondering if you’re liable for UK inheritance tax? The key is not your residency—but your "domicile". If you or your father were born in the UK, your worldwide assets might still be subject to UK inheritance tax. Even if you're non-domiciled, UK-based assets, like property, remain taxable. And after 15 years of UK residency, you may be deemed domiciled, putting global assets at risk for UK taxes. Get informed and take steps to protect your estate. Click to learn more about UK domicile rules and inheritance tax. #InheritanceTax #DomicileStatus #EstatePlanning #NonResidents #TaxAdvice #UKFinance https://lnkd.in/e-f4BU4v

How to leave money safely to charity Considering leaving a large donation to charity in your will? Direct bequests in wills can lead to legal complications, as charities have rights to contest valuations. Instead, setting up a lifetime trust with clear wishes allows you to control charitable gifts privately and reduces potential disputes. Learn how this approach offers flexibility, discretion, and peace of mind for your legacy planning. #CharitableGiving #EstatePlanning #LegacyPlanning #TrustsAndEstates #WealthManagement #LifetimeTrust #FinancialPlanning #AssetProtection #CharityDonations #InheritancePlanning

Do I need to adjust my Estate planning if one of my children dies before me ? What happens to your estate plan if a child passes away before you? Typically, there’s no need to make changes, as trusts often include children, grandchildren, and future generations as beneficiaries. However, if desired, individual trusts can be adjusted or reassigned. Learn how flexible estate planning can help you prepare for unexpected changes. #EstatePlanning #TrustPlanning #FamilyTrust #InheritancePlanning #WealthManagement #FlexiblePlanning #LegacyPlanning #AssetProtection #GenerationalWealth #FinancialPlanning