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What happens to Loan Trusts when the settlor dies

Author Image Barrie Dawson Technical Specialist
7 minutes read
Last updated on 19th Jul 2021
Featured Video

What happens to Loan Trusts when the settlor dies

6 minutes

Short video explaining what happens to Loan Trusts when the settlor dies, including inheritance tax treatment and what happens to the underlying investment held by the trustees.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. 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.