In this episode, Caite & Michele are joined by the amazing Ian Raspin, estate and trust tax specialist and Managing Director of BNR Partners and discuss some of the basic principles relating to:
- how income tax works in estates and trusts
- what you need to know Capital Gains Tax and deceased estates
- superannuation and tax issues
- personal liabilities of legal personal representatives in dealing with tax in estates
- issues relating to foreign residents
- tax and charitable beneficiaries.
For those interested in getting in touch with Ian and talking more tax (!), you can find Ian here: www.bnrpartners.com.au
Have a question or want to submit a case for discussion, send Caite & Michele an email at hello@theheirwaves.com.
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See you next time on The Heir Waves.
** IMPORTANT NOTICE **
The information provided in this podcast is not to be construed as legal, tax or financial advice under any circumstances. The information provided is of a general nature. If you require help with a legal, tax or financial matter, contact your lawyer or advisor and obtain advice for your specific circumstances.
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