Accumulation and maintenance trust

 

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Accumulation and maintenance trust

A tax-efficient trust, used to pass assets to your children while still retaining some control of those assets.



Similar Matches

Accumulation units

Accumulation units

Units in a unit trust where the income from the trust's investments is reinvested in the trust rather than being paid out to its investors as dividends. This is either through enhancing the unit price or issuing additional units.Unitholders get the benefit of the dividends through the increased value of the fund's assets (and their share of those assets).


Accumulation

Accumulation

The acquisition of an increasing quantity of something. The accumulation of factors, especially capital, is a primary mechanism for economic growth.


Accumulation

Accumulation

In the context of corporate finance, refers to profits that are added to the capital base of the company rather than paid out as dividends. See: Accumulated profits tax. In the context of investments, refers to the purchase by an institutional broker of a large number of shares over a period of time in order to avoid pushing the price of that share up. In the context of mutual funds, refers to the regular investing of a fixed amount while reinvesting dividends and capital gains.


Excess accumulation

Excess accumulation

The amount of a required minimum distribution that an IRA holder fails to remove from an IRA in a timely manner. Excess accumulations are subject to a 50% IRS penalty tax.


Accumulation area

Accumulation area

A price range within which a buyer accumulates shares of a stock. See: On-balance volume and distribution area.


Further Suggestions

Voluntary accumulation plan
accumulation
Factor accumulation


 
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