Product Estate Planning Gift And Loan Trust 680X392

Gift and Loan Trust

Inheritance tax planning with access to your money

Find all the documents you need for our Gift and Loan Trust.

For investment bond and protection documents, including application forms and guides, visit the individual product homepages or the document library.

Key documents

Client guide
Bare trust tax notes
Discretionary trust tax notes
Choosing an appropriate trust
Trust register/trustees’ obligations

Bare trust deed/loan agreement
Discretionary trust deed/loan agreement
Bare trust additional loan
Discretionary trust additional loan

Appointing/Retiring trustees
Removing/Appointing trustees
Nomination of beneficiary

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Briefing notes

Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.

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Also worth knowing

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Next steps

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Adviser support

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