TRUST AITS BPR

CLIENT NAME

DATE

HOUSE VALUE

OTHER ASSETS

EQUITY RELEASE

NRB ALLOWANCE

RNRB

TOTAL NRB CALCULATION:

MANUAL NRB CALCULATION:

GIFTS

THIS YEAR

3 YEARS AGO

6 YEARS AGO

1 YEAR AGO

4 YEARS AGO

7 YEARS AGO

2 YEARS AGO

5 YEARS AGO

FORECAST RANGE (YRS): 25

INCOME: 0%

TRUST
AITS
BPR
COMBINED

ER FEE

PRODUCT FEE

BROMIGE FEE

ER INTEREST RATE: 5%

HOUSE GROWTH: 5%

INVESTMENT GROWTH: 5%

THRESHOLD: 5% - 5%

THRESHOLD: 5% - 5%

THRESHOLD: 5% - 5%

SHOW FORECAST

YEAR	ESTATE VALUE	ER BALANCE	INVESTMENT VALUE	IHT BILL	INVESTMENT IN TRUST	TOTAL INCOME TAKEN	IHT BILL	CURRENT	DIFFERENCE	NRB TOTAL

ER FEE

AITS INITIAL FEE

BROMIGE FEE

ER INTEREST RATE: 5%

HOUSE GROWTH: 5%

INVESTMENT GROWTH: 5%

THRESHOLD: 5% - 5%

THRESHOLD: 5% - 5%

THRESHOLD: 5% - 5%

SHOW FORECAST

YEAR	ESTATE VALUE	ER BALANCE	INVESTMENT VALUE	IHT BILL	INVESTMENT IN TRUST	TOTAL INCOME TAKEN	IHT BILL	CURRENT	DIFFERENCE	NRB TOTAL

ER FEE

AITS INITIAL FEE

BROMIGE FEE

ER INTEREST RATE: 5%

HOUSE GROWTH: 5%

INVESTMENT GROWTH: 5%

THRESHOLD: 5% - 5%

THRESHOLD: 5% - 5%

THRESHOLD: 5% - 5%

SHOW FORECAST

YEAR	ESTATE VALUE	ER BALANCE	INVESTMENT VALUE	IHT BILL	INVESTMENT IN TRUST	TOTAL INCOME TAKEN	IHT BILL	CURRENT	DIFFERENCE	NRB TOTAL