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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

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.

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

Loan Trust (Bare)

From the answers you have given, the Loan Trust (Bare) may be a suitable solution.

Click here for more information about the Loan Trust.

Please note that the Loan Trust cannot be used for existing policies.