Flexible Interest Trust

A Flexible Interest Trust is used to protect and control how cash assets or investments are inherited, allowing the trustee to benefit from dividends or interest whilst ensuring that the chosen beneficiary ultimately inherits the capital value.

This trust can guarantee your wishes regarding beneficiaries, protecting your loved ones in scenarios such as if your partner was to remarry after your death. In this case, they may wish to update their Will to include future children, which without a Flexible Interest Trust may have decreased the inheritance left to your shared children. 

Example - Ryan puts his investments into trust for his 12-year-old daughter and names his sister as trustee. His sister can benefit from the dividends generated from the investment, whilst the capital invested is protected. When his daughter turns 18, the investment is released from the trust and passed to the daughter

Savings Growing Interest