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.
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.