In the section below you will find a list of our trust guides and information. Just click on the form you would like to see and you will be taken to that section within the page.
How to complete a Bright Grey split trust & split trust +30 forms
How to complete Bright Grey's business trust form
Guide to trusts
This guide goes into detail about trusts, how to use them and which form you should use when. It also includes an appendix which gives you full information about who will benefit from the trust depending on how it has been set up.
Download 'guide to trusts' PDF
Size: A5 - 24 pages - 270kb
Online publication date: Feb 10
Guide to being a trustee
We've created this guide for you to pass to new trustees to make sure they fully understand their role in the trust.
Download 'guide to being a trustee' PDF
Size: A5 - 8 pages - 119kb
Online publication date: Feb 10
How to complete Bright Grey split trust & split trust +30 forms
This is a short booklet that gives you instructions on how to complete the Bright Grey split trust and split trust +30 forms along with information on how to make sure you choose the right form.
Download 'how to complete Bright Grey split trust & split trust +30 forms' PDF
Size: A5 - 12 pages - 260kb
Online publication date: Feb 10
How to complete Bright Grey's business trust form
This is a short booklet that gives you instructions on how to complete the Bright Grey Business trust form.
Download 'how to complete Bright Grey's business trust form' PDF
Size: A5 - 12 pages - 1kb
Online publication date: Jan 08
Sample letter of wishes
You can use this letter to give trustees guidance on why your client set up a Trust and what they would like the trustees to take into account when administering the trust.
Download 'sample letter of wishes' PDF
Size: A4 - 2 pages - 58kb
Online publication date: Jan 08
Trust fact sheet (client)
You can hand this to your clients to help them understand the benefits of putting their plan in trust.
Download 'trust fact sheet (client)' PDF
Size: A4 - 6 pages - 182kb
Online publication date: Jun 09
