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Loan Trust


Prudential's Loan Trust allows the client to access a capital sum, while any growth on it is outside their estate.

  • Regular payments which may be free of any immediate liability to income tax
  • Access at any time to all or part of the balance of the loan
  • No Inheritance Tax liability on establishing the trust
  • Available through Prudential Investment Plan, Prudential International Investment Bond, Prudential International Investment Portfolio, Prudential Onshore Portfolio Bond

For UK Adviser Use Only - Not Approved For Use With Clients