FOR ADVISERS ONLY

Our trusts

Setting up a trust is easier than you think.

Used for a business protection plan (partner, member and shareholder protection) that’s being set up as an own life in trust arrangement.

Used for family protection or inheritance tax (IHT) planning and helps to avoid probate delays.

Relevant life trust

Used for relevant life plans taken out by an employer wishing to provide death in service benefits for employees.

Used where a plan owner wants to place life cover in trust for their chosen beneficiaries but retain access to certain other benefits such as critical illness cover.

Which trust to choose

Need some help choosing the right trust for your client? Use our handy trust picker.