Trusts have always been an integral part of the estate planning process for high net worth clients. Trust law and inheritance tax law have evolved considerably over the last few years, particularly following the introduction of new inheritance tax legislation in 2006 and 2008.

A Trust Decision Tree is available to assist you in determining which type of trust is most suitable for a client.

Legal & General International Trust Decision Tree   PDF: 116KB  

A comprehensive range of support material is available for;

• International Discounted Gift Scheme
• Loan Scheme
• Gift Scheme
• Excluded Property Trust
• Will Trust
• Probate Scheme

A dedicated team of experts are also available to help you in this area.

Insights

Our range of Insights has been designed to help you to identify suitable IHT planning solutions for your clients. 

IHT calculators

You can also use our IHT calculators to help calculate a client's potential IHT liability.

• Married or registered civil partners on second death
• Single or divorced
• Widowed

---