Loan Trusts/Loan Plans

17 December 2024

Loan trusts - loan only using a flexible/discretionary trust
Structure and operation of flexible/discretionary loan trusts

13 December 2024

Loan trusts/loan plans - a quick guide
How loan trusts/loan plans work, and who they are useful for

12 December 2024

Loan trusts - gift and loan or loan only using a bare trust
Structure and operation of bare loan trusts

11 December 2024

Loan trusts - gift and loan using a flexible/discretionary trust
Structure and operation of flexible/discretionary gift and loan trusts

12 November 2024

Tax implications of releasing loans under a loan trust during lifetime
The tax implications arising on releasing loans under a loan trust during lifetime

12 November 2024

Can a loan trust be used with collectives?
Whether or not a loan trust can be used with collectives

11 November 2024

IHT benefits of setting up a loan trust - case studies
How a loan trust could be a suitable estate planning solution for those who are unsure whether or not they require access or wish to make a gift

03 September 2024

Bonds check list. Information needed when dealing with investment bonds inside trusts, including loan trusts - a case study
When you are dealing with investment bonds inside trusts, whether it�s the death of the settlor, or the client or trustees want to re-arrange assets or distribute some of the trust fund, what information you need from your clients

13 August 2024

Loan plan case study - dealing with the outstanding loan on death
Why you need to inform clients that they ought to consider a codicil to their Will to deal with the outstanding loan on death