This interactive page will help you choose the correct trust form for an individual client. Just make the selections that apply to your client and a box will appear at the bottom of the screen to let you know which form you should use.
Is the plan a Relevant Life Plan?
Is the plan a Business Menu Plan?
Are they a sole trader or partner in a partnership with an automatic accrual agreement?
Is the plan owned by more than one person?
Do they want the survivor to benefit should one of them die?
Is the plan just life cover?
Do they want to be able to change the beneficiaries in the future?
Relevant Life Policy Trust (PDF)
Gift Trust Discretionary (PDF)
Business Trust (PDF)
Split Trust Discretionary (PDF)
Gift Trust Bare (PDF)
Split Trust Bare (PDF)
Gift Trust (Jointly owned plans - survivor to benefit) - Discretionary (PDF)
Gift Trust (Jointly owned plans - survivor to benefit) - Bare (PDF)
Split Trust (Jointly owned plans - survivor to benefit) - Discretionary (PDF)
Split Trust (Jointly owned plans – survivor to benefit) – Bare
For some of our trust forms you can complete the form and arrange for your client to sign it electronically. VISIT THE SITE
This website is intended for financial advisers only and shouldn’t be relied upon by any other person. If you are not an adviser, please visit the main Royal London website.