Home Literature The components of an Estate Planning Bond

The components of an Estate Planning Bond

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

Back to News and Insights