Discretionary Trust Deed and Loan AgreementDiscretionary Trust Deed and Loan Agreement • April 1st, 2021
This Trust Deed and Loan Agreement may be used by a single Settlor who wishes to establish a Discretionary Trust funded by a loan rather than an outright gift. The Settlor provides an interest- free loan to the Trustees, repayable on demand, anticipating that the Trustees will invest the money into a single premium bond from AXA Isle of Man Limited.
