Putting Your Bond in a Trust

Putting Your Bond in a Trust

If you chose to put your bond into trust, the Provider will make any payments to the trustees.   If you were to put your bond into trust for inheritance tax purposes, it may mean that there are restrictions on some of the features of the bond. It is important that the trustees ensure that any changes made to the bond do not breach trust rules.

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A&J Wealth Management Ltd


Bigfrith Lane

Cookham Dean



01628 480200


© 2023 A&J WEALTH MANAGEMENT LTD A&J Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register, no 428590, at www.fca.org.uk/register Registered in England, Company no: 5105933. Registered Head Office: Sawfords, Bigfrith Lane, Cookham Dean, Maidenhead, Berkshire SL6 9PH

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