Setting up a trust can be quite complicated, so at Bright Grey we try to offer you as much support as possible. 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.

1. Which part of the UK does your client live in?

England, Wales or Northern Ireland Scotland

2. Is the plan for a relevant life policy?

Yes No

3. Is the plan for shareholder or partnership protection?

Yes No

4. Is the plan owned by two people?

Yes No

5. If one of the owners dies, does the survivor want to receive the benefits paid?

Yes No