TUNE UP: Loan Trusts & Trust Registration

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Presented by

Lee Robertson (Octo), Mark Lambert (HSBC) and Mark Green (HSBC)

About this talk

What are the benefits of a loan trust? When do trusts have to be registered under the Trust Registration Service? Lee Robertson is joined by HSBC's Tax and Trust specialist Mark Green and HSBC Life's Head of Onshore Bond Distribution Mark Lambert to take a deep dive into loan trusts and tax planning answering over 20 important questions, giving top tips, looking at the HMRC perspective and discussing the Trust Registration Service . In addition Mark Lambert covers the beauty of investment bonds and their resurgence in recent years as income and tax efficient investment solutions.

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