2nd February 2021
The planning and practicalities of Loan Trusts (60 minutes)
60 minute CPD
The Loan Trust has been a long established feature of the Inheritance Tax (IHT) and Estate Planning landscape. The Loan Trust isn't the most IHT efficient of your standard insurance companies trusts.
But it's operation and flexibility means it's an essential part of the financial planners toolkit. It's a useful solution for everything from probate planning to having your client's make that first step to giving some of their money away.
This session should help you gain an understanding of:
- Why you would consider a Loan Trust
- How Loan Trusts work
- The practicalities of writing and administering loan trust business
- Planning considerations when recommending a loan trust