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SLI launch New Trust Range
Scottish Life International has just finished revamping their
entire trust range. The updated range now includes:
*
Gift Trust
* Absolute
Trust
* Loan
Trust
* Discretionary
Trust
* Bare
Trust for Settlor
For each trust in the range, you can download a guide to the
trust and a case study. If you feel a product is relevant to
you, one of our fully qualified consultants can give you further
advice on how to establish the trust.
Gift Trust
The Gift Trust is designed for those individuals who want to
make gifts, usually to members of the individual’s extended
family, but who have not decided which particular individuals
are to benefit, when and to what extent. The Gift Trust can also
help in inheritance tax planning strategies.
Click Here to Download the Gift Trust Guide
Click
Here to Download the Gift Trust Case Study
Absolute Trust
The Absolute Trust is designed for those individuals who want to
make gifts, usually to members of the individual’s extended
family, but who do not want the selected family member to
benefit from the gift until that individual has attained age
18*. The Absolute Trust can also help in inheritance tax
planning strategies.
Click
Here to Download the Absolute Trust Guide
Click
Here to Download the Absolute Trust Case Study
Loan Trust
The Loan Trust is designed for those individuals who want to
undertake inheritance tax planning but who do not want to make
significant outright gifts.
Click Here to Download the Loan Trust Guide
Click
Here to Download the Loan Trust Case Study
Discretionary Trust
The Discretionary Trust is designed for those individuals who
want to make gifts, usually to members of the individual’s
extended family, but who have not decided which particular
individuals are to benefit, when and to what extent. The
Discretionary Trust can also help in inheritance tax planning
strategies.
Click
Here to Download the Discretionary Trust Guide
Click
Here to Download the Discretionary Trust Case Study
Bare Trust for Settlor
The Bare Trust for Settlor is designed for those individuals who
wish to avoid the need for Isle of Man Probate upon death.
Click Here to Download the Bare Trust Guide
Click Here to Download the Bare Trust Case Study
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