The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.

Supporting your clients’ needs

Estate planning is all about ensuring that family wealth passes into the right hands at the right time, with minimum liability to inheritance tax.

Your clients demand more than just effective estate planning solutions. They also want expert guidance and the sort of support that helps them make the right decisions.

We offer you all round estate planning support and can help you with trusts, investment guidance for trustees and family wealth planning.

Plans and trusts

The estate planning products that support our platform products are provided by Phoenix Group through the Standard Life Assurance Limited. The range includes:

  • Discounted Gift Plan
  • Gift Plan
  • Loan Plan
  • Discretionary Trust
  • Absolute Trust
  • Flexible Trust
  • Bypass Trust

Detailed product information and supporting materials around these products can be found on Adviserzone.

Estate planning on Adviserzone