Trusts toolkit
Make sure your client’s payout ends up in the right hands
When you’re arranging protection for your clients, setting up a trust can help make sure that the payout from their plans ends up in the right hands, at the right time – without up to £4 in every £10 going to the taxman.
With clients looking for ways to save money and less than 10% of protection plans in trust, now might be a good time to tell them about the benefits of putting their plans in trust - at no extra cost.
Download 're-approach letter' doc
Download 'consumer leaflet' PDF
You can use this easy-to-follow flowchart in face-to-face meetings with your clients. It shows clearly and simply who will benefit if your clients die without leaving a will.
Download 'The rules of intestacy - England and Wales' PDF
Download 'The rules of intestacy - Northern Ireland' PDF
Download 'The rules of intestacy - Scotland' PDF
Putting plans in trust means you have to approach the nominated trustees to explain their role, which gives you the chance to speak to them about their own protection needs.
Download 'approach letter' doc
Download 'guide to being a trustee' PDF
Want to know more about trusts? Need a little help choosing the right trust for your client? Simply click here
