We offer the following trusts for use with Investment Control.
Discretionary trusts
- Discretionary Gift Trust
- Discretionary Loan Trust
- Discretionary Discounted Gift Trust
Bare trusts
- Bare Gift Trust
- Bare Loan Trust
- Bare Discounted Gift Trust
Case studies
We’ve also put together two case studies – Security in a loan trust and Security in a discounted gift trust – which can give your clients more information on how using our Discretionary Discounted Gift Trust and Discretionary Loan Trust could potentially reduce their inheritance tax liability when used alongside Investment Control with AEGON secure income option.
Your usual AEGON consultant can help you advise your clients on the right solution for their particular case.