Split trust

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.

Our split trust in detail

Gift trust

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

Our gift trust in detail

Relevant life trust

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

Our relevant life trust in detail

Business trust

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

Our business trust in detail

Useful tools and resources