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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.

Discounted Gift Trust established on a Bare Trust basis
(choosing the option of the Access Fund)

From the answers you have given, the Discounted Gift Trust established on a Bare Trust basis (choosing the option of the Access Fund) may be a suitable solution.

Click here for more information about the Discounted Gift Trust.