Trust range

A simple IHT solution where the client does not require access to the capital, knows who they want to leave their wealth to, and requires no future flexibility.

Provides clients with control and flexibility over how wealth is distributed. As the client is also a beneficiary, it is not IHT efficient.

An IHT solution for clients who do not require access to capital and want control and flexibility over distribution of wealth.

A discretionary trust that provides clients with an IHT-efficient way of passing on wealth during their lifetime or on death, and can provide tax-efficient payments.

A discretionary trust that uses a client’s excess income to build a nest egg for beneficiaries in the future, free of IHT.

The client gifts money to a trust and receives regular fixed capital payments for the whole of their life or until the fund runs out – no discretion to change beneficiaries.

The client gifts money to a trust and receives regular fixed capital payments for the whole of their life or until the fund runs out – discretion to change beneficiaries.

A flexible solution where the client gifts money to a trust and has the option of taking capital payments plus any growth at fixed points in the future.

Provides clients with unrestricted access to the original capital invested, with future investment growth being outside of the client’s estate for IHT– no discretion to change beneficiaries.

Provides clients with unrestricted access to the original capital invested, with future investment growth being outside of the client’s estate for IHT– discretion to change beneficiaries.