Find out more
Use fund name, code or other filters to find the fund you need.
Latest insight for
Help your clients create flexible plans for their changing needs.
News & Reports
Watch the latest CII accredited Masterclass from our Financial Planning and TechTalk team.
Case studies, details, guides and checklists.
See how you structure conversations about protection.
Let Offset make your clients' money work harder for them.
This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.
If you are not a financial adviser or intermediary, please visit our personal site
Flexible Gift Trust (Discretionary)
Flexible Trust (Split Trust)
Fixed Gift Trust
Absolute Trust (Split Trust)
Relevant Life Cover Trust
Find literature for our products that are now closed to new business.
See how Trusts can help with tax planning and get proceeds to the right people.