S slane4 Registered User Messages 18 10 Jul 2020 #1 I may gift an investment portfolio to my daughter in NI as part of an inheritance tax planning exercise. Can she start a pension fund with it?
I may gift an investment portfolio to my daughter in NI as part of an inheritance tax planning exercise. Can she start a pension fund with it?
R Ravima Registered User Messages 2,810 10 Jul 2020 #2 She probably needs to talk to someone experienced in UK tax law. Depending on the value of the portfolio, she may incur CAT here and you will have CGT issues.
She probably needs to talk to someone experienced in UK tax law. Depending on the value of the portfolio, she may incur CAT here and you will have CGT issues.
G Gordon Gekko Registered User Messages 7,365 10 Jul 2020 #3 It sounds like you need professional advice