Loan Trusts/Loan Plans

22 March 2024

Loan trusts - what you need to know
How a Loan Plan works

29 January 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

26 January 2024

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

23 January 2024

The importance of dealing with any outstanding loan on a loan trust
The options available for dealing with any outstanding loan on a loan trust/loan plan

19 January 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.

15 November 2023

IHT planning through life policy trusts - a summary of the impacts of Finance Act 2006
The main impact of FA 2006 changes on new and existing life policy trusts

01 November 2023

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

30 October 2023

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

30 October 2023

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

27 October 2023

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

25 October 2023

Loan trusts - 'same-day' additions where there are multiple settlements
A consideration of the inheritance tax implications where the settlor waives the loan in favour of the trust either in lifetime or on death