Flexible Reversionary Trust Providers

parawhat

I know Canada Life (Wealth Preservation Account) and WAY (Flexible Inheritor) are still offering FRTs but are there any others?

Jona

IOMA - Old Mutal Wealth

SianDaviesCole

I would consider Canada Life and OMW for flexible reversionary trusts

Jona

IOMA tends to be expensive - but have different products that are set up to appeal to slightly different client circumstances / needs; so may appeal to some.

Can Life does what it say on the tin - not used OMW yet.

Ralfos

IOMA is expensive and has a potential sting in the tail if the client lives to 100 but can save fortunes in the right scenario. Try and speak to Ed Midgely about them