Deed of Assignment of Investment Bond

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A Deed of Assignment of Investment Bonds can be a valuable tool for those seeking to minimise Inheritance Tax (IHT) and protect their assets from care home fees. This legal document is used to transfer ownership of investment bonds from one individual to another, typically as part of an estate planning strategy.

When drafting a Deed of Assignment, it is important to consider the potential tax implications of the transfer, as well as the need to protect the assets from care home fees in the future. Our experienced estate planning professionals have the knowledge and expertise to guide you through this process and ensure that your assets are properly structured to meet your goals.

One of the key benefits of using a Deed of Assignment of Investment Bonds for IHT minimisation is that it can allow for the transfer of ownership of the bonds to a trust, which can reduce the value of your estate for IHT purposes. Additionally, a well-structured trust can help to protect your assets from care home fees, which can be a significant concern for many people as they age.

When it comes to creating a Deed of Assignment of Investment Bonds, our team of professionals will work closely with you to understand your specific needs and goals, and will provide you with tailored advice and guidance to ensure that your assets are protected and structured in the most effective way possible.