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Wealth Preservation Trust

Gift your money with access to yearly payments

Introducing our Wealth Preservation Trust

With this trust, you can gift money for your chosen beneficiaries and receive optional yearly payments. After seven years, the gift moves out of your estate, which means there’s no inheritance tax to pay on it. Any investment growth is outside of your estate from day one.

Key benefits

Calendar 2
Option to take yearly payments if needed
Gift Perks
Gift is free from inheritance tax after seven years
Additional Borrowing
Beneficiaries can receive payments while you’re alive

How it works

Is it right for me?

This trust could be right for you if:

  • You’re aged between 18 and 89
  • You’ve got at least £50,000 to invest
  • You want to reduce the amount of inheritance tax when you die
  • You want to enjoy optional yearly payments
  • You want to allow payments to a beneficiary at any time, while you’re alive

This trust might not be right for you if:

  • You have less than £50,000 to invest
  • You want to withdraw your money at any time
  • You might want to add more money to the trust

What are the risks?

The value of your investment can go down as well as up and you may get back less than you invest. The way investments performed in the past is not a guide to how they’ll perform in the future.

Tax rules depend on individual circumstances and may change. Speak to an adviser, if you need more information on tax.

This product has won 2 awards.

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Also worth knowing

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Key documents

Client guide
Wealth Preservation Account Client Guide

Next steps

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