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.
Get In Touch
Leave us a message
A&J Wealth Management Ltd
Sawfords
Bigfrith Lane
Cookham Dean
Berkshire
SL6 9PH
01628 480200
enquiry@ajwealth-management.com
Phone:
01628 480 200
Email:
enquiry@ajwealth-management.com
Address:
Sawfords,
Bigfrith Lane,
Cookham Dean,
Berkshire,
SL6 9PH
© 2024 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