Find your iTrust

Explore our core iTrust collection below
and protect what matters most

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iTrust Family

Our easy offering for young families and working professionals, iTrust Family is ideal for those who want a simple, affordable way to protect their loved ones. It’s perfect for those taking out life or illness cover and wanting to ensure any payout is handled quickly, securely, and without tax or probate issues.

Two people, a man and a woman, are sitting on a black couch in a modern office lobby with large glass windows. They are looking at a laptop on a white coffee table in front of them. The man has gray hair and is wearing a black shirt, and the woman has blonde hair and is wearing a white blouse. There are books and a pen on the table.

This is for those actively involved in trading, company management, or business investment who may be exposed to legal/financial claims. It’s especially relevant if you’ve signed personal guarantees, extended trade credit, or operate in a litigious industry. This iTrust ensures your hard-earned assets remain outside the reach of business creditors or claimants.

iTrust Business

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iTrust Care is ideal for individuals and couples approaching or in retirement who want to secure the value of their home and savings as part of a broader estate plan. It’s particularly suited to those who want to preserve dignity, independence, and control in later life — while ensuring family wealth is managed and protected for the future.

iTrust Care

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iTrust Home Shield

Choose iTrust Home Shield if you’re a homeowner with property valued over £1 million and want to protect the equity for your family. It’s especially suited to couples or individuals concerned about inheritance tax, care fees, or probate delays — without giving up control or moving out of the home.

iTrust Flex

iTrust Flex allows you to combine 2 or more iTrust types together to create an offering that is bespoke for you.

If you have a family, business and a property for example, this iTrust ensures that everything is protected.

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iTrust Dynasty

iTrust Dynasty is for individuals and families who want a single, powerful structure to manage wealth, protect assets, and preserve family values across generations. It’s ideal for business owners, property holders, and legacy planners who want to control how wealth is used now and in the future — all while protecting it from disruption, delay, and erosion.

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iTrust Global Shield

iTrust Global Shield is for UK-domiciled clients who hold or plan to hold overseas assets, are expatriates, or are internationally mobile. It is ideal for those with foreign property, collectibles, or financial holdings who seek long-term protection, estate control, and global compliance.

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iTrust Scholar

For parents, grandparents, or guardians who want to set aside money for a child's school or university education in a protected, flexible, and tax-efficient way — with the ability to make additional contributions over time.

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iTrust Legacy

iTrust Legacy is ideal for individuals and families who have built up savings, investments, or property and want to pass on as much as possible to the next generation. It’s perfect for those concerned about inheritance tax exposure and looking for a legally sound way to reduce their estate’s value over time.

Not found what you’re looking for?

We offer a wide variety of iTrust options to ensure every client finds the perfect framework for their needs. Whether you require global asset protection or pet care arrangements, there’s an iTrust designed for you. Explore our complete range of iTrust products today and find the solution that best fits your protection and planning goals.

  • iTrusts are professionally drafted, flexible structures that go beyond simple wills — offering asset protection, inheritance planning, and long-term control, with options for professional trustees and tailored clauses.

  • iTrusts are designed to work within HMRC allowances to help reduce IHT exposure and safeguard family wealth. iTrusts are designed to support structured planning that is designed to preserve generational wealth and limits asset exposure to risk and liability.

  • Each iTrust is supported by our professional trustee service, iTrust121Pro -unless opted out - alongside an optional co-trustee (such as a family member), giving you both oversight and legal protection.

  • Yes — we offer specialist iTrusts for retained profits, shareholder planning, investment properties, cross-border assets, exposed liability protection and personal wealth management.

  • Very flexible. Many iTrusts allow for adding beneficiaries and features, making loans, or updating guidance — all while retaining strong legal structure and tax compliance.

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