Zurich launches Sterling Discretionary Loan Plan Trust
www.moneynews.co.uk > General finance > Zurich launches Sterling Discretionary Loan Plan Trust
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Zurich launches Sterling Discretionary Loan Plan Trust
Fri 1st Dec 2006
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Tailored towards intermediaries and their customers, the Sterling Discretionary Loan Plan Trust is designed to facilitate the inheritance tax (IHT) planning process.
Zurich's new trust can be used in conjunction with the Sterling Investment Bond, with the aim to ensure that investment growth stays separate from the individual's estate, maintaining that less IHT is applicable as a result.
Paul Wright, Zurich's investment management director, remarked: "The launch of our new Discretionary Loan Plan Trust completes our review of our core trust proposition following the changes in the Finance Act.
"As IHT affects a growing number of people in the UK and becomes an increasingly important part of the financial planning process, we are now able to offer intermediaries and their customers a wide choice of market leading solutions to mitigate a potential IHT liability."
The Sterling Discretionary Loan Plan Trust takes its place alongside a range of IHT planning products, made up of three discretionary trusts and three bare trusts.
Zurich was founded in 1872, is headquartered in Zurich, Switzerland, and employs around 55,000 people.
Related News : General finance |
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Related News : Zurich |
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