(c) Assuming that she will survive until July 2009, advise on the lifetime inher
2021-04-25
(c) Assuming that she will survive until July 2009, advise on the lifetime inheritance tax (IHT) planning
measures that could be undertaken by Debbie, quantifying the savings that can be made. (7 marks)
For this question you should assume that the rates and allowances for 2004/05 apply throughout.
正確答案：(c) Debbie survives until July 2009Debbie should consider giving away some of her assets to her children, while ensuring that she still has enough to live on.Such gifts would be categorised as PETs. Although Debbie will not survive seven years (at which p
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