Bright Grey Split trust
You should use this form if:
- your clients live in Scotland, and
- the plan is owned by only one person, or
- the plan is owned jointly by 2 people and they do not want the survivor of them to receive the gifted benefits if one of them dies.
Download 'Bright Grey Split trust' PDF
Size: A4 - 11 pages - 109kb
Online publication date: Jan 08
Bright Grey Split trust +30
The +30 forms include an extra clause which makes them more suitable for jointly owned plans where the clients want the gifted benefits to be paid to the survivor if one of them dies.
You should use this form if:
- your clients live in Scotland, and
- the plan is owned jointly by 2 people and they do want the survivor of them to receive the gifted benefits if one of them dies.
Download 'Bright Grey Split trust +30' PDF
Size: A4 - 11 pages - 110kb
Online publication date: Jan 08
Bright Grey Business trust
The Business trust is specially designed to be used in shareholder or partnership protection arrangements.
You should use this form if:
- your clients live in Scotland, and
- the plan is owned by only one person, and
- the plan is to provide benefits to the co-owners of your client's business in the event of their death or diagnosis of a critical illness.
Download 'Bright Grey Business trust' PDF
Size: A4 - 12 pages - 99kb
Online publication date: Jul 09
Bright Grey relevant life policy trust & nomination forms
The relevant life policy trust is specially designed to be used for plans owned by an employer who wants to provide life cover for an employee outside of a registered group life scheme.
You should use this form if:
- the plan is owned by an employer
- the employee is the person covered
- the benefits are to be paid to the employee's dependents.
Download 'Bright Grey relevant life policy trust & nomination forms' PDF
Size: A4 - 15 pages - 115kb
Online publication date: May 10
