Review which Trust with RL360

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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.

Which trust

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

Question 4

Would the client rather establish the trust with discretionary or fixed beneficiaries?

FIXED DISCRETIONARY