Flexible Reversionary Trust Providers

parawhat · November 2017

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

Jona · November 2017

IOMA - Old Mutal Wealth

SianDaviesCole · November 2017

I would consider Canada Life and OMW for flexible reversionary trusts

Jona · November 2017

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 · November 2017

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

Flexible Reversionary Trust Providers

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