Standard Life has launched a new Discretionary Trust. The new trust is available with our Loan Plan, Discounted Gift Plan and Gift Plan which are available on our Onshore and International bonds.
The new trust brings our number of trust to a total of three giving you a wide choice of solutions for IHT planning with your clients.
The trust decision tree (IHT103) summarises our proposition and explains the differences between our three trusts. Discretionary Trust literature can be found on adviserzone.
For more information contact your account manager.
Any reference to legislation and tax is based on Standard Life’s understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.
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