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Setting up a trust is easier than you think. Find information on our trusts, along with supporting tools, forms and articles.
A flexible trust which can be used to cater for all personal protection scenarios.
Used for relevant life plans taken out by an employer wishing to provide death in service benefits for employees.
Used for a business protection plan (partner, member and shareholder protection) that’s being set up as an own life in trust arrangement.
A simpler alternative to trusts, this allows plan owners to nominate who receives their payout if there’s a claim paid after they die.
Our interactive trust picker will help you choose the correct trusts structure for your client.
Find answers to common questions about setting up and managing trusts for our protection plans.
Find inheritance tax planning articles, guides and webinars in our IHT hub.
Access our trusts-related literature, including standard Trust forms and supporting deeds.
Find technical articles on trusts, taxation, wills and guardianship.
We're here to support you. If you need help, get in touch - you can expect to deal with real people at every stage.
