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.
Isle of Man Probate Trust
From the answers you have given, the Isle of Man Probate Trust may be a suitable solution.
Click here for more information about the Isle of Man Probate Trust.