For answers to our frequently asked questions (FAQs) about Trusts, choose an option below. |
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Who will benefit in the event of a claim on my policy?
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Types of Trust |
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What is a Discretionary Trust? What is a Survivor's Discretionary Trust?
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Setting up a Trust |
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How do complete a Discretionary Trust? (Includes a video with an explanation of a Discretionary Trust, Settlor, Trustee and Beneficiary) How do I complete my Survivor's Discretionary Trust form? How do I complete my Flexible Trust? How do I complete my Absolute Trust form? How do I make my partner a beneficiary? How do I make my child a beneficiary? How do I make my child a trustee? How do I make my partner a trustee? Where do I send my trust documents? Have you received my trust deed?
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How do I amend an existing Trust? |
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How do I add or amend Trustees on an existing Trust? |
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For advice speak to your financial adviser. For more visit our Trust HUB. |
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