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Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Trust and succession planning sales angles

Setting up the right trust correctly is critical to its effectiveness. Below you'll find links that offer assistance when it comes to planning to use a trust.

Trust versus Foundation Sales Aid
A document that compares a trust against a foundation and highlights the differences between the two structures.


Isle of Man Probate Trust Case Study
A case study to illustrate the workings and possible benefits of the Isle of Man Probate Trust


Avoiding Isle of Man Probate
A sales aid which provides more information about Isle of Man Probate and how to avoid it


Beneficiary Trust Case Study
A case study which illustrates the workings of the Beneficiary Trust for non-UK domiciled clients


Split Trust Case Study
A case study which illustrates the workings of the Split Trust with RL360's LifePlan policy