For these reasons careful estate planning often includes the use of vehicles that are designed to facilitate a gift but at the same time allow you to retain some control over how the gifted assets are used and invested.
The best example of this is the trust, but others include Family Limited Partnerships and Family Investment Companies. The key features of these vehicles are summarised in this brochure.
Please note that nothing in this factsheet constitutes legal, accounting or tax advice. Factual tax information is high level general information based upon our understanding of current legislation, which may change in the future and may not apply to your individual circumstances.
As Credit Suisse does not provide tax advice, you should consult with your legal and tax advisors before entering into or refraining from entering into any investment, structure or transaction.