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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
Loan waiver deed
Appointing/Retiring trustees
Removing/Appointing trustees
Nomination of beneficiary
Adviser Learning Zone
Briefing notes
Short guides on a variety of topics that explain and simplify some of the key areas of financial planning.
Find out moreAlso worth knowing
Adviser support
Next steps
Adviser support
Find answers to commonly asked questions, helpful links, tools and contact details.
Meet the ican team
Award winning pre-sales technical help & guidance’ For advisers only.
Get in touch
Call customer services
Select Account & onshore product enquiries
+44 1707 651 122
Sales
0345 300 3199
Offshore sales & service
0333 015 1382
Monday – Friday 9am to 5pm