Trusts can help make sure that the money from your client’s plan ends up in the right hands at the right time quickly and tax efficiently.
When you're setting up protection for your clients, you need to consider putting their plan in trust. This helps us pay claims more quickly and can protect payments from inheritance tax.
We offer 1 trust form for Business Protection plans, the Business Trust (covering Scotland, England, Wales and Northern Ireland), along with guides, support documents and sales aids. These take you right through the process - from illustrating the benefits of putting your client's plan in trust to completing the trust form.
Because setting up a trust can be complicated, we have created a simple set of questions to help you choose the right trust for your client's needs.
