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Indhold leveret af Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Section 73 Investment Plans - Bear With Me. Podcast#303

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Manage episode 433828225 series 1258775
Indhold leveret af Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

313 episoder

Artwork
iconDel
 
Manage episode 433828225 series 1258775
Indhold leveret af Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach). Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Paddy Delaney QFA RPA APA, Paddy Delaney (Parent, Qualified Planner, and Executive Coach) eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

313 episoder

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