Loaning to Trust

• You loan an amount to the trustees to invest on behalf of the trust/beneficiaries
   
• The loan amount remains in your estate for Inheritance Tax purposes
  
  
• You can reclaim up to 5% per annum of the original loan for 20 years without any immediate income tax implications. As the loan reduces the amount in your estate for Inheritance Tax purposes also reduces
  
  
• You can reclaim the full amount of the loan outstanding at any time
  
• All growth achieved by the investment is immediately outside of your estate for Inheritance Tax purposes
  
  
• The investment in the trust will not be subject to probate
  
  
• Similarly as with gifting to trust, the investment would be in a protected environment for your children with regards to divorce, bankruptcy and further Inheritance Tax in their estates
  

If you would like to discuss how Trust Matters can be of assistance to you please telephone us on 01727 737610 or email info@trustmatters.co.uk and we will endeavour to get back to you within 24 hours.

Full contact details and our Estate Review form can be found here.

NEXT SEMINAR
11th November 2008
The Bisham Abbey National Sports Centre
Nr Marlow
Bucks SL7 1RR

Call 01727 737610 to book your place