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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.

Answer the series of questions below to find out which trust might be suitable for your client.

No trust deemed necessary

From the answers you have given, no trust is deemed necessary. If the policy was written on a Joint Life Both Death basis, it could be placed under trust after the death of the first policyholder.