Which trust
Finding the balance between tax efficiency and flexibility (depending on your client's required level of control and access to the investment) can be a bit tricky.
Use our tool below to help find out which trust might be suitable for your clients.
Loan Trust (Discretionary*)
From the answers you have given, the Loan Trust (Flexible) may be a suitable solution.
* Click here for more information about the Loan Trust.
Please note that the Loan Trust cannot be used for existing policies.