If we were to transfer existing trusts would already-gained advantages be retained?

14 November 2022

Question by Jim

Good morning,

If we were to transfer existing trusts to you, would already-gained advantages (seven years period) be retained, please? Thank you.

Answered by Boring Money

Hi Jim

Are you asking in respect of moving adviser? If so, then yes there shouldn't be any impact on the trusts themselves.

Are you looking to move adviser? If so, I'd be happy to have a chat to understand your situation, what you're trying to achieve and whether we're well placed to help.

All the best


Answered by

Boring Money