In the second article of Prudential’s trust series, Technical Manager Helen O'Hagan makes the trust journey simpler and less complex. Last month she looked at gift trusts and this time she covers loan trusts.
In this article, Helen covers the following:
W – why use a loan trust
H – how to use a loan trust
A – access for the settlor and beneficiaries
T – taxation of the trust
Read the full article here.
There’s a little under 8 months to go until most pensions fall into the IHT net. Register for the next Tech Matters event on 20 Aug 26 at 10am with Les Cameron (Head of Technical, M&G).
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
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