Help your clients use Business Relief to settle their assets into a Discretionary Trust

Prior to 2006, Discretionary Trusts were used as an estate planning tool to mitigate Inheritance Tax (IHT). Now, however, Discretionary Trusts face four possible charges that could make this a less attractive strategy.

For many clients, this could be upsetting to learn. What may have seemed like an ideal solution, could now feel like their estate is facing significant losses.

The positive news is that Business Relief (BR) qualifying investments can be settled into a Discretionary Trust with no upfront entry charges and considerably lower running charges.

As a practical example, we have created a client scenario illustrating this available to download below:

Should you have any questions or require further information on the client scenario or IHT, our expert team of regional Business Development Managers are ready to help. Get in touch with us at [email protected].

Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong. Take 2 mins to learn more

1350-1360 Montpellier Court, Gloucester Business Park, Gloucester, GL3 4AH

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