Our range of trusts are suitable for clients living in the UK, and offer opportunities to reduce inheritance tax.
By establishing an outright gift for named benficiaries, your client can take advantage of the potentially exempt transfer regime for inheritance tax purposes.
Written on a discretionary basis, the trust allows your client to retain maximum control and flexibility, while helping to reduce potential inheritance tax.
The trust is established on an absolute trust basis. It allows your client to reduce their potential inheritance tax liability while retaining the right to a fixed income for life.
Enables your client to make a gift for inheritance tax purposes while retaining the right to a fixed income for his or her lifetime.
Enables your client to achieve inheritance tax savings over time while allowing for continued access to their original capital.
Appropriate if your client is a member of a pension scheme in which the administrators or trustees are able to pay the death benefits to another settlement.
Designed specifically for use with the Regular Savings Plan.
Designed specifically for use with the Scottish Widows OEIC. The trust is written on a discretionary basis for a wide class of beneficiaries
Technical articles, case studies and factsheets for trust planning.
Client brochure.
Trust deed.
