# Section 73 Investment Plans - Bear With Me. Podcast#303

An episode of [Informed Decisions: Ireland's Independent Retirement Planning Podcast](https://invisiblenetwork.ai/podcast/1150625286), 12 Aug 2024, 27 min.

Audio: https://traffic.libsyn.com/secure/informeddecisions/Section_73_Policies...Bear_With_Me_Podcast303.mp3?dest-id=414202

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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