The components of an Estate Planning Bond

Home / Literature / The components of an Estate Planning Bond

The components of an Estate Planning Bond

Share
The Estate Planning Bond is a combination of a trust and a capital redemption bond. It is structured in a way that can immediately reduce the transfer of value for IHT purposes and provide a tax deferred income from outset.
This document explains how the main components of the bond can achieve this.

Tax and regulatory Literature/technical sales aids and literature
The components of an Estate Planning Bond

UL PR 0274