Estate Control Bond
Key Benefits
- IHT free after seven years (growth immediately).
- Income and capital payable by the Trustees to the Settlor annually if required.
- Flexible access for the Beneficiaries - Money can be paid during Settlor’s lifetime.
- The bond can continue post death of the Settlor, allowing flexible exit routes.
- The bond can be surrendered by the Trustees at any time.
- Chargeable Lifetime Transfer Trust.
- Open architecture cash and collective investment schemes.
Who is it for?
UK Domiciles with a potential IHT liability, looking to make a gift via a Chargeable Lifetime Transfer but via a flexible trust that allows their trustees to make payments to them and to their heirs.
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