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Loan Trusts Unlocked: A flexible IHT strategy for clients needing access to capital

17 Jul 25 1 min read

The Loan Trust is the most versatile trust in the IHT planner’s toolkit, having the ability to meet present needs and future objectives. In this session, M&G’s Senior Technical Manager Neil Macleod takes a deep dive into the Loan Trust, looking at the benefits they offer for different client types, their tax treatment and how to administer the trust taking into account a client’s evolving needs and objectives. 

Neil Macleod (Senior Technical Manager, M&G Wealth)

Looks at the loan trust and how it can be used as a flexible solution to meet a client's IHT planning needs.

Up to 90 minutes (approximately), with 30 minutes Q&A     I     Structured CPD accredited by the CII 

Learning outcomes

By the end of this session, you will be able to:

  • Describe the structure and function of a loan trust, including the inheritance tax benefits they can provide
  • Explain how to effectively adminster a loan trust, including managing chargeable gains both during the settlor's lifetime and upon death
  • Evaluate client circumstances to determine the suitability of a loan trust as part of a coprehensive IHT mitigation strategy

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17th July 2025 at 10 am

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