The Bullion Trust Plan ™ (BTP) is our elite trust structure for Clients with a purpose designed framework reserved for larger estates of £750,000 or more where protection is important. The framework delivers lifetime benefits, shields and protects “Nil Rate Band” values of estates as well as leaving inheritances protected for intended beneficiaries. It is typically family controlled and uses Trust and Will precedents developed by our legal partners.
Unlike a Will Trust the Bullion Trust Plan framework can be used to protect lifetime transfers to beneficiaries as well as residual estate values on death. Use of the framework can protect the benefits from social impacts and can deliver additional tax benefits to the beneficiaries estates (up to £40,000 for every £100,000 directed via the Trusts).
The Bullion Trust Plan framework represents leading edge planning and helps to deliver significant benefits to clients. The framework is always created during your lifetime with a £10 Trust Fund in each Trust. It does not require you to transfer assets into Trusts during your lifetime unless it forms part of advised planning. Once established the framework is flexible and allows clients to easily change the distribution of their estate.