My Trust is set up as a part of an early retirement plan so I...

  1. K23
    627 Posts.
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    My Trust is set up as a part of an early retirement plan so I haven't experienced this as yet. When the time comes the Trust will pay me dividends or shared from it from what I recall and this is where the other tax benefits come in as I have already paid tax on it along the way.

    It is just like having a long term savings account that I use to trade as normal under a Company and it has to pay tax from my gains / losses each year.

    I don't believe it would be hard to do, as I could sell shares and deposit back into the company account and switch it back into my normal account, I'm sure my accountant would suggest something different tho.
 
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