Tech Cast AM Trust 680X392

An Accumulation & Maintenance trust for modern times (tech-cast)

The benefits of Accumulation and Maintenance Trusts.

About this tech-cast

  • How Accumulation & Maintenance trusts worked to March 2006
  • Modern approach to Accumulation & Maintenance trusts
  • A bare trust solution with controlled access
  • Controlled Access Account (CAA) Inheritance tax (IHT) position
  • Bringing it altogether a CAA case study
  • Typical client profile for CAA