The Anchor team recently hosted a webinar with Andrew Wellsted, a partner and co-head of tax at CMS RM Partners, entitled Tax changes, looping structures & financial emigration. In the webinar, Andrew explained what loop structures entail and discussed new legislation dismantling and relaxing loop structures. He also highlighted the tax implications, and what it means for our clients.
Andrew answers questions ranging from estate planning using loop structures, the impact on trusts, to the tax implications of using these structures.
To watch the full webinar, please click here.
Should you wish to find out how Anchor can assist you in implementing the thoughts and ideas discussed in the webinar, please contact your wealth manager or email firstname.lastname@example.org.