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Should you choose a new trust or top up?

LESSON NAVIGATOR

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Should you choose a new trust or top up?

Key Takeaways

  • Learn about the pros and cons of topping up an existing trust
  • Know when it’s more prudent to set up a new trust
  • Learn how potentially exempt transfers (PETs) affect decision-making

Key topics

Should you choose a new trust or top up?

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Should you choose a new trust or top up?

The pros and cons of topping up an existing trust
2021-10-14 06:35:00

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