Find the right trust

Designed to help build your business

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.

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Is the plan a Relevant Life Plan?



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 Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.