The Estate Transfer Bond is a non-surrenderable offshore single premium series of endowment contracts written with maturity dates set by the client. The death benefit of each contract is gifted into a Bare Trust. This is a PET. The Estate Transfer Bond allows a UK client to reduce their potential IHT liability, retain some access to their money for their own purposes.

   
 

 

   
  Inheritance Tax
Products
   
Estate Control Bond
Estate Transfer Bond
Flexible Inheritor Plan
Property Wealth Manager
   
  Single Premium Life Assurance
   
International Investment Bond
Offshore Portfolio Bond
International Wealth Management Bond
Parmenion Offshore Bond
SMARTfund
   
   
  Other
   
Deferred Variable Annuity (US Tax Payers)
Capital Redemption Bond