Our Trusts

The content on this page is intended for the use of professional financial advisers only. If you are not an adviser, please visit our customer site

We offer a range of trusts designed for tax-planning and wealth preservation. The choice of trust will depend on the individual's financial and family circumstances. Please see links to the various trust deeds below.

To find out more about our trust range, please contact your Regional Sales Manager.

About Trusts

A guide to our trust range

Advantages of placing your policy in a Trust

Loan Trusts

Absolute Loan Trust

Discretionary Loan Trust

Capital Access Trusts

Absolute Capital Access Trust

Discretionary Capital Access Trust 

Gift Trusts

Absolute Gift Trust  

Discretionary Gift Trust

Discounted Gift Trusts

Absolute Discounted Gift Trust

Discretionary Discounted Gift Trust

Deferred Discounted Gift Trust (for existing policies)

Discounted gift trust – example discounts

Discounted Gift Trust – Underwriting form

Excluded Property Trust

Excluded Property Trust

Discretionary Trust

Discretionary Trust

Succession Trust

The Succession Trust

Protection Trust

Protection Trust