1887

n Tax Breaks Newsletter - Trust-owned endowments : tax planning

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Abstract

A trust-owned endowment plan allows individuals to build up a sizeable investment portfolio outside their personal estate. If structured correctly, the investment will be income tax, donations tax, and estate duty friendly, and provide protection against creditors.

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/content/montb/2008/274/EJC78499
2008-11-01
2016-12-09
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