Hi
A new client had an EBT with an old company still being liquidated and has queries - not having had prior experience in this somewhat specific area is anyone able to work with me providing specialist assistance via me or direct to the client on the EBT issue only ?
Replies (2)
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I'd suggest that you refer all of the EBT queries to the scheme provider. The schemes typically come with coverage to a certain level and the providers insist they provide the replies to queries to ensure the planning is protected for all of their clients.
EBTs aren't always tax avoidance schemes!
Is this a dodgy one or something a bit more genuine?