Inheritance tax products
There are a number of reasons why advisers and clients consider IOMA inheritance tax mitigation and estate planning products. Firstly we specialise in promoting IHT products to UK advisers and their HNW clients. We have an innovative range of IHT products that offer important flexibility when compared to more traditional inheritance tax mitigation solutions. We provide good technical support alongside robust legal opinions and HMRC guidance. As a boutique and specialist provider, IOMA offers excellent levels of personal service. Please click on the options below to discover more about our IHT products.
|
Estate Control Bond
Incorporating a bond and flexible trust to enable UK clients to reduce their potential IHT liability and to be paid money by their trustees whilst maintaining control over who receives their assets on their death.
|
|
Estate Management Bond
Incorporating a bond and an interest in possession trust to enable UK clients to reduce their potential IHT liability whilst retaining some access to their money.
|
|
|
Estate Transfer Bond
Incorporating a bond and absolute trust to enable UK clients to reduce their potential IHT liability whilst retaining some access to their money.
|
|
Flexible Inheritor Plan
Incorporating a bond and trust investing in cash assets only. Specifically, UK clients can reduce their potential IHT liability, retain some access to their money and maintain control over who receives their assets on their death.
|
|