Flexible Loan Trust
The Flexible Loan Trust enables your client to achieve inheritance tax (IHT) savings over time while allowing for continued access to their original capital. All investment growth is outside of their estate from day one and held under trust for a wide class of beneficiaries. Optimum IHT savings can be made where loan withdrawals are taken and spent by your client, because the outstanding loan amount will reduce over time until the whole amount has been repaid.
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