Legal & General has launched a range of tools designed to help IFAs tailor IHT solutions for their clients.
The tools complement the firm’s approved trust suite launched in April and include: Easy to use trust deeds and completion guides to help cut down on administrative errors Schemes to reduce IHT liability and retain access to capital Support for advisers from a tax and trust team Dedicated service for administration of Discounted Gift Schemes Onshore and offshore bond products Support literature, including case studies and explanatory guides highlighting the benefits of L&G trusts Website with a webcast from Mark Green, head of tax and trusts, on the use of Discounted G...
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