Discretionary Gift & Loan Trust Deed and Loan AgreementDiscretionary Gift & Loan Trust Deed and Loan Agreement • October 31st, 2019
This deed is provided as a draft to be considered by you and your professional adviser. It is based on Canada Life’s understanding of applicable UK tax laws. HM Revenue & Custom’s interpretation and enforcement of tax law may differ. If this happens additional costs and expenses may be incurred in connection with the settlement of inheritance tax (IHT) liabilities.
