How To Protect Family Assets | Trusts Explained UK

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  • Опубликовано: 27 ноя 2024

Комментарии • 66

  • @dicksonfabiawari5067
    @dicksonfabiawari5067 День назад

    You're such a good teacher... You deliver on your promise, simplifying financial madness....

  • @AR-fy2qo
    @AR-fy2qo 3 месяца назад +2

    Very clear intro thanks

  • @d.beaumont9157
    @d.beaumont9157 5 месяцев назад +2

    Thank you for making a clear and precise video.

  • @davetheman2615
    @davetheman2615 10 месяцев назад +2

    What an excellent video, thanks

  • @pammi100
    @pammi100 7 месяцев назад +2

    Thank you .. very clear and informative 😊

  • @MominNz
    @MominNz 10 месяцев назад +3

    very good and informative video.

    • @FinancialMadness
      @FinancialMadness  10 месяцев назад

      Thank you! I am glad you found it helpful!

  • @dash9963
    @dash9963 6 месяцев назад +2

    V informative, so thumbs up.

  • @DC-wp6oj
    @DC-wp6oj Год назад +11

    A few questions. How would land registry know that a trust has been created regarding a property? Are trusts registered with the government? And would placing property into a trust incur CGT? Your response would be much appreciated!

    • @frikshun_
      @frikshun_ Год назад +7

      If moving a property into a trust, you must register the change with land registery. The trustees will ussually be listed as the legal owners of the property, but the Land Registry won't necessarily have the full details of the trust arrangement.

    • @markcoomber8222
      @markcoomber8222 Год назад

      There lots of inaccuracy / misleading unqualified bollo___ being spouted by this chap. But to answer your question, the trustees must register it on the Trust Registration Service: www.gov.uk/guidance/register-a-trust-as-a-trustee That is after you have obtained a Legal Entity Identifier (LEI) for the trust. Think of the process as being similar to registering a limited company with Companies House. But that is just the tip of the iceberg with regard to the trustees' legal obligations. [ And don't enter into being a trustee lightly because you could be sleepwalking into a costly mistake or two that could land you in court and/or with a big HMRC fine] So, if you have no prior knowledge and expertise in this field then seek professional help: I would suggest engaging both a suitably qualified tax adviser (not any old 'accountant'), a FCA-regulated financial adviser (if investing in anything other than bricks & mortar), and a solicitor to draw up the Trust Deed and any accompanying side letter. Then, as another of the trustees's ongoing responsibilities, don't forget to revisit the arrangements annually to ensure they remain appropriate (taking advice where necessary again), renew the TRS registration, and submit the tax return for the Trust (+ pay the necessary taxes). Good luck.

  • @ipprp7898
    @ipprp7898 6 месяцев назад +1

    Tlove your videos, have leant so much from all those advises. Thank you! I wonder if you could you make a video about how to protect your asset and your company after the dead of sole director shareholder, who would be in charge and running the company, what happens to those investments in that company and what to do now to avoid the disaster whicj will end up of loosing everything? I think it's of the most important matters that not many RUclipsr investers mentioned it on here. Thank you.

  • @Japanese_one_Tokyo
    @Japanese_one_Tokyo Месяц назад

    I did it all myself last year following RUclips video tutorials lol. Who needs to pay these days when the info is free

  • @famdegroot1988
    @famdegroot1988 6 месяцев назад

    Hi. Thanks for the video. Two questions: you mentioned you’d post a list of different kinds of Trusts. Where can I find these? And my second question is: if one wanted to put one’s own house into a Trust so that it could be sold and not have to wait for probate, what kind of Trust would that be?

  • @Waveripper36
    @Waveripper36 5 месяцев назад +2

    How do conditions change if I were to create a trust as a uk resident but then later in life move abroad and become a resident of another country

  • @nyreeoc
    @nyreeoc 2 года назад +2

    Great, useful 👍🏽, thanks

    • @FinancialMadness
      @FinancialMadness  2 года назад

      Thank you! I am glad you found it helpful :)

    • @jesusistheway1879
      @jesusistheway1879 Год назад +2

      That's incorrect. There is no mandatory obligation to pay council tax.

  • @smolville
    @smolville 9 месяцев назад

    Our dad gave his trust $5 million fund to a local University and all me and my sister get is $2000 a month and a very large tax bill.

  • @kareemnishkor9728
    @kareemnishkor9728 Год назад +14

    £1000 for a trust? Is that before VAT? My solicitor is charging £6000. Am I being conned?!

    • @frikshun_
      @frikshun_ Год назад +11

      I'm currently in the process of doing this myself, for a propertry my paresnt own. I've completed a AP1 form, TR1 form, ID1 form, and created a Trust document. The most I've paid so far is £25 for the passport photos of my parent for the ID1 form, and I need to pay £175 for the transfer fee. Lets see how it goes.

    • @adventuresofanathan
      @adventuresofanathan Год назад +6

      Lol what solicitors charges £6000 😅

    • @mrfedupable
      @mrfedupable Год назад +5

      do it yourself , costs zero.

    • @tonywilcock6334
      @tonywilcock6334 Год назад +1

      @@frikshun_how did it go in the end?

    • @cheekyape
      @cheekyape Год назад

      ​@@frikshun_Have you been successful?

  • @sirguyfawkes8702
    @sirguyfawkes8702 2 года назад +4

    Are homes placed in a trust liable for council tax.?

    • @FinancialMadness
      @FinancialMadness  2 года назад +3

      Hi, yes if a property is placed in a Trust, it will still be liable for Council Tax. Depending on the set up , it usually the resident of the property that is liable to pay than any other parties of interest.
      Please see the following link for further reading. I hope this helps
      www.localgovernmentlawyer.co.uk/lexisnexis/563-lexis-lg/lexis/localgov/property/35467-property-held-on-trust-and-liability-for-council-tax

    • @DonReality
      @DonReality 7 месяцев назад +3

      You are under no lawful nor legal obligation to pay Council tax. Ask the Councils to provide a proof of your liability.
      Essentially something like a contract that stipulates your liabilities and their liabilities with a handsigned signature and details of any lawful remedy if any signed party violates the agreement. It doesn't exist, for the same reason why councils are going bankrupt left and right because they misappropriate public treasury on pet projects and other illegal activities without much of any audit trail not accountability.

  • @chrissaltaur1254
    @chrissaltaur1254 Год назад +3

    Can you please confirm the cost of a lifetime trust. Like Kareem I've seen charges of up to 6k.

    • @frikshun_
      @frikshun_ Год назад +1

      You can do it your self. Don't let them rob you. I was quoted £3,600 to do it. I've done my reseaerch and I'm doing it all myself.

    • @chrissaltaur1254
      @chrissaltaur1254 Год назад +1

      @@frikshun_ Thank you. If I may ask, where do you get advice or information from?

    • @frikshun_
      @frikshun_ Год назад

      @@chrissaltaur1254 A lot of internet research, reading, watching seminars and videos like this on RUclips. All the info is on the Gov website, you just need to plough through everything. If mine goes through successfully, which I’m about to send off to Land Registry, I’m planning on offering a service for a much cheaper price that these thieving solicitors.

    • @TheEbenflow
      @TheEbenflow Год назад

      Hey man can I contact you privately to learn from you? I'd genuinely appreciate that so much, I'm not sure where to start and you seem reliable and genuine, if anything you could send me the links so I can look at them myself, I'd be so grateful
      @@frikshun_

    • @nickalvarez3635
      @nickalvarez3635 8 месяцев назад +1

      do not listen to people that say you can do trusts without a professional, trusts are extremely complex and errors are difficult or sometimes impossible to undo. It is an exercise in false economy trying your luck.

  • @SteazyCrypto
    @SteazyCrypto 8 месяцев назад

    Shell company needed to be used along with the trust to avoid inheritance tax.

    • @nickalvarez3635
      @nickalvarez3635 8 месяцев назад +1

      Incorrect. Company assets are still taxed under Inheritance Tax if the company mainly holds securities or properties. You cannot just make a company, put your assets inside and call it a day, it will not be effective.

  • @leobrown6875
    @leobrown6875 Месяц назад

    How much cash can I gift to my daughter every year without tax

  • @Ch1pp007
    @Ch1pp007 4 месяца назад

    Good video but minor point is that it is beneficiary not beneficirary.

  • @OO19888
    @OO19888 Год назад +6

    Dude!! Keep still man! Take some zinc tablets, testosterone boost should settle you down.

    • @FinancialMadness
      @FinancialMadness  Год назад +1

      Lol. I hate rewatching my old videos. And I have to say watching this now after reading this comment, has me in stitches. You were right 🤣

    • @davetheman2615
      @davetheman2615 10 месяцев назад +4

      Take no notice, Your video is very clear, well presented, and informative, there are some people out there that spend there entire time looking for fault in anything, stay blessed brother.@@FinancialMadness

  • @dragonfliesbutterfliesandb4367
    @dragonfliesbutterfliesandb4367 Год назад +2

    Rubbish, making money videos again! Not as informative as it should and misleading