Trust Range overview
Whether your clients want to look at mitigating any potential inheritance tax liability, or to simply avoid Isle of Man Probate, RL360 have a range of trust solutions that could be considered.
Trust range
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Isle of Man Probate Trust
Suitable for individuals looking to avoid Isle of Man Probate upon their death. Nothing else.
Loan Trust
This enables the settlor(s) to make a gift of the growth of their investment and still retain access to their original capital.
Gift Trust
Facilitates an outright gift to the trustees for the benefit of the beneficiaries.
International Flexible Trust
Simple, flexible trust which is suitable for non-UK domiciled individuals.
Beneficiary Trust
This trust is only created on the death of the last surviving plan owner. It’s an alternative to a nomination of beneficiary form.
Discounted Gift Trust
RL360’s DGT allows UK domiciled individuals to gift a policy into a trust, receive an income and subject to successful medical underwriting, immediately reduce the value of their estate for UK Inheritance Tax (IHT) purposes.
Discounted Gift Trust (Access Fund)
The Access Fund is an additional feature of the DGT that allows plan segments to be held separately from the remaining part of the Gifted Fund. These plan segments can be accessed by the settlor at any time.
Excluded Property Trust
The Excluded Property Trust can offer UK IHT advantages for a non-UK domiciled individual who may later become deemed UK domiciled.