The benefits of sinking funds for estate and tax planning
In this Ninety One Masterclass webinar, we consider why a sinking fund within a policy wrapper offers significant tax efficiency and estate planning benefits, particularly when combined with offshore trusts. The Ninety One platform allows seamless wealth transfer without triggering capital gains tax or executor fees, ensuring smooth intergenerational wealth preservation.
29 Nov 2021
5 minutes
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This content is exclusively available to registered financial advisors.
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