Did you know that an Asset Trust can help reduce potential Inheritance Tax (IHT) liability in Stamford?
An Asset Trust is designed to help reduce your potential UK Inheritance Tax (IHT) liability while also offering you the flexibility to make withdrawals from the trust capital, including any growth. After seven years, there will be no further IHT liability on the original gift. If you pass away within seven years of establishing the trust, you may be eligible for tapered relief, reducing the amount of Inheritance Tax payable.
The investment used is a Bond—specifically a single premium, unit-linked, whole of life assurance policy. Our Collective Investment Bond is a Defaqto ‘5 Star’ rated bond, offering 1,000 identical policy segments that provide access to your capital.
For more information or to book a free consultation with our fully qualified and regulated financial planners, please contact our Stamford office at 01780 430390.
