Trust guides

A trust can be a useful tool in estate planning. There are three main reasons why trusts may be advantageous to your clients.

• getting access to the plan proceeds when they’re needed most
• nominating beneficiaries on death
• tax planning

We have produced the following guides to assist you: 

• Looking ahead to the future - the benefits and uses of a trust (P8G0036)
• A guide to being a trustee (P8G0033)
• A guide to the bypass trust (P8G0034)