Helping you find the right trust for your clients

Used alongside an offshore bond, a trust could be an ideal investment solution for your clients. With several trusts available, it can be confusing working out which one is appropriate. So to help you, we have developed an easy-to-use interactive tool which suggests which trust could meet your clients’ needs. You can view here a PDF of the whole journey with trust outcomes. Once you know the suitable trust for your client, access the appropriate forms using our Trust Form Finder.


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