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))