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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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Get started

Is the plan a Relevant Life plan?
Is the plan a Business Protection plan?
Do they want the flexibility to be able to change the beneficiaries in the future?
Is the plan owned by more than one person?
Do they want the survivor to benefit should one of them die?

We suggest your client uses the Relevant Life Trust (PDF)

We suggest your client uses the Business Protection Trust (PDF)

We suggest your client uses the Discretionary Trust (PDF)

We suggest your client uses the Split Trust – Bare (PDF)

We suggest your client uses the Split Trust – Bare (PDF)

Our trusts

We've designed our trusts with you and your clients in mind.

Our supporting tools and resources can help you to decide on which trust is most suitable to set up.

Find out more  Find out more