Strength Through Choice
Explanatory guides
- NEW Legal & General Will Trust Solution (pdf - 142 KB)
- Legal & General Discounted Gift scheme (Q19990) (pdf - 201 KB)
- Legal & General Gift Scheme (Q19986) (pdf - 140 KB)
- Legal & General Loan Scheme (Q19982) (pdf - 134 KB)
Sales aids
A range of short and simple sales aids to promote the benefits of Legal & General's IHT planning solutions to Advisers - Nine IHT Schemes and trust options.
- NEW Overview of the Will Trust Solution (pdf - 46 KB)
- Overview of Gift Scheme (Q19952) (pdf - 179 KB)
- Overview of Loan Scheme (Q19955) (pdf - 183 KB)
- Overview of Discounted Gift Scheme Absolute Trust (Q19949) (pdf - 55 KB)
- Overview of Discounted Gift Scheme Discretionary Trust (Q19959) (pdf - 55 KB)
Supplementary Material
Case studies
A range of different IHT planning scenarios; demonstrating the application of a number of IHT Schemes and trust options to realistic investment situations.
- NEW Will Trust Solution Scenario 1 (pdf - 91 KB)
- NEW Will Trust Solution Scenario 2 (pdf - 177 KB)
- DGS Absolute Trust (Q20004) (pdf - 201 KB)
- DGS Discretionary Trust (Q20006) (pdf - 2 MB)
- Gift Scheme Absolute Trust (Q20007) (pdf - 211 KB)
- Gift Scheme Discretionary Trust (Q20008) (pdf - 220 KB)
- Loan Scheme Absolute Trust (Q20009) (pdf - 207 KB)
- Loan Scheme Discretionary Trust (Q20010) (pdf - 216 KB)
