Investments Bonds
The aim is to provide the potential for growth on a lump sum investment, Bonds are also suitable for people who want to mitigate a likely IHT liability and so grow their investment in a tax efficient manner.
In this respect, we offer a free range of discretionary and bare trusts where the customer can retain some control over the gift because they will be a trustee.
Depending on the customer’s need for capital and/or income from their gift, a wide range of trusts are available to help mitigate a potential IHT liability.
