What Benefits Does The Flexible Trust  Account Offer

What Benefits Does The Flexible Trust Account Offer?

For the offshore adviser the FTA offers a new opportunity in financial planning.

You can now offer a real pension that accepts gross contributions, and save your expat clients income tax.

You can beat your competitors by providing an investment wrapper that removes investments from the estate for inheritance tax immediately without your client losing control of their investment.

You can now advise American clients confident that the FTA works within the IRS reporting guidelines – unlike insurance bonds.

You can dictate how much you get paid and who does all of the administration – you or us.

Get in touch now to discuss how the FTA can help your clients.