Fixed Loan Trust
(creating fixed trust interests)
The Fixed Loan Trust enables your clients to achieve inheritance tax (IHT) savings over time while allowing for continued access to their original capital. Any investment growth is outside of their estate from day one and held for specific, named 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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