This solution is designed to hold existing or new investment bonds from single or multiple providers which are not currently held in Trust. It can also be used as part of effective tax planning and long-term asset protection planning.
• Hold bonds from multiple providers which are not currently held in Trust
• Transfer absolutely or keep the ‘income’ rights from your investment bond/s (the right to the capital will need to be given up)
• Find a solution for an investment bond/s not included in your estate for Inheritance Tax purposes after seven years
For a free, independent and no-obligation conversation regarding your current financial status and future aims, please contact us today on 01952 250024 or email admin@ciwealth.co.uk
Need to manage the way your beneficiaries receive their inheritance?
Need to manage the way your beneficiaries receive their inheritance?
Need to arrange nominal payments and lend capital to your Trust?
For a free, independent and no-obligation conversation regarding your current financial status and future aims, please contact us today. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk