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   What is a Loan Trust?

   • As the name suggests, a loan trust involves a loan and a trust. A trust is set up, which can be an absolute trust or a discretionary trust, and trustees are appointed. The settlor can also be a trustee. The settlor makes a loan to the trust. The loan is invested in an investment bond with the potential for growth.

   What is a loan trust?- Inheritance tax planning - Inform Accounting

   www.informaccounting.co.uk/blog/using-loan-trusts

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   Can a trustee create a trust with a loan?

   • They can create a trust with a loan which the trustees use to invest. A Loan Trust ensures any growth on the investment made by trustees will be outside their estate for Inheritance Tax purposes. A Loan Trust allows your client full access to the original loan when needed. Loan Trusts are frequently used in Inheritance Tax planning and mitigation.

   Loan Trusts - HSBC

   www.life.hsbc.co.uk/advisers/investment-advisers/loan-trusts/

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   What is a gift and Loan Trust?

   • Gift and loan trusts are a popular estate planning tool used to minimize inheritance tax (IHT) liabilities while providing financial support to family members or beneficiaries. The trust allows the settlor to lend money to the trust, which is then used to purchase assets that generate income.

   Loan Trusts for Inheritance Tax Planning - Mercian Accountants

   www.mercianaccountants.co.uk/loan-trusts-for-inheritance-tax-planning-everything-you-need-to-know/

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   Why should you use a Loan Trust?

   • By using a Loan Trust, the individual or couple may achieve a gradual reduction in their estate for IHT purposes, ensure that all of any growth in the value of the invested cash is outside of the estate while retaining access to their original capital.

   The role of Loan Trusts - Aviva - connect.avivab2b.co.uk

   connect.avivab2b.co.uk/adviser/articles/tech-centre/investment-and-tax-planning/personal/the-role-of-loan-trusts/

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   How does a trust fund work?

   • As stated, the loan is interest free and repayable on demand and whenever the settlor requests a repayment of part of a loan, the trustees make a withdrawal from the bond and repay the amount requested. Once all the loan has been repaid, the rest of the trust fund can (but doesn’t have to) be passed to the trust beneficiaries.

   The role of Loan Trusts - Aviva - connect.avivab2b.co.uk

   connect.avivab2b.co.uk/adviser/articles/tech-centre/investment-and-tax-planning/personal/the-role-of-loan-trusts/

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   What are the different types of loan trusts?

   • There are two types available – absolute loan trusts and discretionary loan trusts. When you set up either of these, there is no transfer of value for IHT purposes as there is no gift, just a loan. The value of investments is not guaranteed and can go down as well as up. You and/or the beneficiaries of the trust, could get back less than invested.

   A guide to the Loan Trust - M&G plc

   www.mandg.com/dam/pru/shared/documents/en/ihtb10023.pdf

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2. www.informaccounting.co.uk › blog › using-loan-trustsWhat is a loan trust?- Inheritance tax planning

   www.informaccounting.co.uk › blog › using-loan-trusts

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   Jan 6, 2017 · What is a loan trust? As the name suggests, a loan trust involves a loan and a trust. A trust is set up, which can be an absolute trust or a discretionary trust, and trustees are appointed.

3. www.mandg.com › loan-trust › loan-trust-factsLoan Trusts & Inheritance Tax Planning | M&G Wealth Adviser

   www.mandg.com › loan-trust › loan-trust-facts

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   Apr 6, 2024 · A Loan Trust is for clients who want to carry out inheritance tax planning but who require access to their original capital. It's for individuals who want flexibility from a trust where they can waive loan amounts at any time should they no longer require all of it back.

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     What Is a Legal Trust? Common Purposes, Types, and Structures

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5. connect.avivab2b.co.uk › the-role-of-loan-trustsThe role of Loan Trusts - Aviva - connect.avivab2b.co.uk

   connect.avivab2b.co.uk › the-role-of-loan-trusts

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   Aug 8, 2024 · A typical Loan Trust is based on an individual establishing a trust with the intention of making a loan to the trustees, then executing a loan agreement with the trustees and transferring the funds to the trustees as a loan.

6. www.quilter.com › siteassets › documentsGuide to your Loan Trust - Quilter

   www.quilter.com › siteassets › documents

   The Loan Trust is an alternative to giving away money for good. Growth on your capital is passed to your beneficiaries free from inheritance tax. You retain access to your capital through regular or ad-hoc withdrawals and you can claim back the balance of your outstanding loan at any time.

7. www.life.hsbc.co.uk › loan-trustsLoan Trusts - HSBC

   www.life.hsbc.co.uk › loan-trusts

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   What is a Loan Trust? If your client cannot give away any assets, a Loan Trust might be an option. They can create a trust with a loan which the trustees use to invest. A Loan Trust ensures any growth on the investment made by trustees will be outside their estate for Inheritance Tax purposes.

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8. www.mandg.com › dam › pruA guide to the Loan Trust - M&G plc

   www.mandg.com › dam › pru

   Prudential’s Loan Trust has been designed to bring a potentially tax-effective solution within your reach in a simple manner. There are two types available – absolute loan trusts and discretionary loan trusts.

9. www.mercianaccountants.co.uk › loan-trusts-forLoan Trusts for Inheritance Tax Planning - Mercian Accountants

   www.mercianaccountants.co.uk › loan-trusts-for

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   Mar 5, 2023 · Gift and loan trusts are a popular estate planning tool used to minimize inheritance tax (IHT) liabilities while providing financial support to family members or beneficiaries. The trust allows the settlor to lend money to the trust, which is then used to purchase assets that generate income.