Our lifestyle trust 4 It is designed to help you achieve the required balance between access to capital, inheritance tax planning and control over the future distribution of assets, while providing a certain amount of flexibility in the future. What makes the Lifestyle Trust unique is that it entitles you to access a pre-agreed proportion of the trust fund for your own future use. This is divided into a series of what are known as ‘entitlements’ that become available in line with an agreed schedule of dates. Access Specified at the start, these entitlements can differ from each other and the frequency of the dates can also differ. This allows you to access them when you might need to; for an overseas holiday perhaps, or to help fund your grandchildren’s education. You can even defer or waive payment of an entitlement if you decide you don’t need the money when it becomes available. Flexibility There are other trusts that provide ways to retain access to your wealth in the form of regular payments, but the rules governing these don’t typically offer this level of flexibility. Using a Lifestyle Trust gives you the opportunity to better adapt to changing future circumstances, tailoring the timing and the entitlements to suit you. Introducing the Lifestyle Trust The Lifestyle Trust offers a tax-efficient way to leave your wealth to future generations.