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Types of trust
Also know as a Best Start in Life Trust, proabate trust or spousal bypass trust. Please find out more information of the different options available and what they can be used for...
A trust where the beneficiaries are fixed at outset and can never be changed.
This is a split trust suitable for critical illness policies with life cover.
Discounted Gift Trust
The discounted gift trust is a trust arrangement that allows the settlor to retain access to some of their capital in the form of an income stream that is set out as part of the trust.
The loan trust is suitable where individuals do not wish to give away their capital but they are happy for the growth to be held in trust for the intended beneficiaries.
Business Assurance Trust
This is a specialist trust for shareholder/partnership protection.
The lifestyle trust offers clients greater flexibility to access their capital in the future – or to forgo that access if they choose to do so.
Interest in Possession Trust
This is a trust where the beneficiary is entitled to the trust income as it arises.
This creates an absolute/bare trust for the person(s) designated (for use with our Collective Investment Account only).
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