Podcasts · Informed Decisions: Ireland's Independent Retirement Planning Podcast
Section 73 Investment Plans - Bear With Me. Podcast#303
· 27 min · S1 E303
Episode Section 73 Investment Plans - Bear With Me. Podcast#303
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
Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them. Explicit shows are for adult profiles only, and children’s profiles hear only children’s shows. More about this list.