Estate Management Bond
Key Benefits
- Proceeds IHT free on death of Settlor.
- Income payable by the Trustees to the Settlor if required.
- 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 trust that allows their trustees to make payments to them
if required.
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