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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