Lee Robertson (Octo), Mark Lambert (HSBC Life), Mark Green (Tax & Trust Specialist)
The latest Octo Tune-up with HSBC Life answers questions on Discounted Gift Trusts and Trust Registration. Lee Robertson, CEO of Octo puts the questions to HSBC's Tax & Trust specialist Mark Green and Head of Onshore Bond Distribution, Mark Lambert.
Why set up a DGT and what are the benefits? What are the inheritance tax positions for specific scenarios and are there Capital Gains Tax consequences? When do you need to register under the trust registration service. Answers to these questions, specific scenarios and more about the tax planning uses for onshore bonds.
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