Section 73 Investment Plans - Bear With Me. Podcast#303

from Informed Decisions Independent Financial Planning & Money Podcast · host Paddy Delaney Informed Decisions

For those looking to pass on wealth while trying to simultaneously reduce tax on the proceeds, Section 73 investment plans offer a potential solution. These plans are specifically designed and sold to try manage Capital Acquisitions Tax (CAT) liabilities on gifts, and to provide a potentially tax-efficient way to transfer assets to loved-ones. But do they work? Lets explore! What are they How do they work What do they 'cost' What the commissions are like Specific scenario testing I hope it helps. Paddy Delaney QFA RPA

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This episode was published on August 12, 2024.

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