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Probate Scheme.
The Probate Scheme can be used with the International Portfolio Bond and comprises a bare trust and a discretionary trust.
The sole purpose of these trusts is to avoid UK probate when the donor/settlor dies. There are no IHT benefits.
Consider if your clients:
- Want to retain access to their investments whilst ensuring that on death the investment is passed to the trustees they choose without having to go through UK probate.
The value of the bond held within the trust can fall as well as rise and is not guaranteed.
Support
Our Tax Estate Planning team are available to help with any questions you may have.
Or you can email them.
Key documents
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