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Trusts

We offer our own range of trusts for use with our tax wrappers, and we will also consider trusts that have been set up externally and note them accordingly.

  • Absolute trust (Collective Investment Bond (CIB))
  • Discretionary trust (CIB)
  • Loan trust (bare or discretionary version (CIB))
  • Discounted gift trust (bare or discretionary version (CIB))
  • Lifestyle trust (CIB) - designed to help reduce an IHT liability where flexible access to the trust fund is required.
  • Designated account (Collective Investment Account (CIA))

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