Skip to main content
Search

Loan Trust – Repaying the settlor’s loan - Quick reference guide

Date: 13 March 2022

1 minute read Last reviewed: February 2026

Loan Trust – Repaying the settlor’s loan

This guide provides an overview of the tax treatment of making repayments of a settlor’s loan where the trustees hold an investment bond.

Download now

Need more help?

Speak to our experienced team. You can reach them Monday to Friday, 8.30am to 4.30pm, by either calling 02380 726 010 or emailing: