MetLife Europe has launched a range of trusts aimed at offering increased flexibility in inheritance tax planning (IHT) for investors.
The retirement and savings firm says the trusts can be used in conjunction with existing or new investments into MetLife’s investment bond. It adds the trusts offer investors a range of options for access to their investment while also benefiting from IHT savings. The range of six trusts includes Discretionary Gift, Loan, Will and Discounted Gift Trusts plus a Bare Loan Trust and a Bare Discounted Gift Trust. Minimum investments in the firm’s investment bond, available exclusively through IFAs, stand at £20,000 and minimum additional payments into the bond are £1,500. It includes a sec...
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