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With this trust, you loan the trustees a lump sum, on an interest-free basis. As it’s a loan to the trust, you’ll get unlimited access to the outstanding loan, taking regular or ad hoc payments. The outstanding loan stays inside your estate so is in scope for inheritance tax. However, you won’t need to pay inheritance tax on any investment growth.
The value of your investment can go down as well as up and you may get back less than you invest. Tax rules depend on the type of investment and individual circumstances and may change.
Find out more about the investment bonds that can be used with this trust:
The value of your investment can go down as well as up and you may get back less than you invest. Tax rules depend on individual circumstances and may change.
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