The Prudence Inheritance Bond is a discounted gift plan with the potential to reduce your clients' liability to Inheritance Tax and offers the opportunity for gifted capital to grow while they take income.
Potential to reduce estate value for Inheritance Tax purposes
The Open Ended Investment Company (OEIC) range of funds, operated by Link Fund Solutions Limited, offers your clients access to funds that invest in a range of different asset types and risk appetites to help meet their needs.
Our Excluded Property Trust provides a way of protecting offshore bond investments or UK OEICs from Inheritance Tax liabilities if your clients are UK residents but not currently UK domiciled or treated as UK domiciled.
Choice of two Prudential International bonds
Option to take tax-efficient withdrawals from the trust
Can reduce Inheritance Tax liability for beneficiaries