For UK financial advisers only, not approved for use by retail customers. Click here for the customer website.
Products
Discounted Gift Trust
Our Discounted Gift Trust allows your client to put a lump sum into trust for their beneficiaries while retaining the right to regular payments.
- Maintain a right to regular payments
- Capital for beneficiaries after your client's death
- Potential to reduce Inheritance Tax liability
- Choice of investment bonds
- Single or joint settlor arrangements
Loan Trust
Our Loan Trust allows your client to access a capital sum, while any growth on their investment is outside of their estate.
- Access original capital at any time
- Growth immediately outside estate
- Four investment options
Gift Trust
Our Gift Trust provides an Inheritance Tax planning solution for clients who want to make an outright gift in a tax-efficient way.
- Tax-efficient
- Choice of trusts
- Choice of four investment products
- Probate planning
Probate trust
Our Probate Trust allows your client to grant their beneficiaries quick access to their bond funds after they die.
- Probate planning
- Quick access to funds after death
- Your client can access the bond throughout their lifetime
© Prudential 2024
"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.