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Protection Trust Toolkit
This toolkit contains all the help you need to promote the benefits of a trust to your client, the forms you need in order to set a trust up, and links to further support material on trusts. Download the Trust hub (PDF) to save all of the support material in one place. Alternatively you can use the relevant links to each piece of support material.
Online seminars and podcasts
Trust in your knowledge - Online seminars
Right money, right hands, right time
Visit our online seminar and podcast directory to access more of our online support.
Trust Sales Aids
Securing your future... Trusts from FRIENDS®
Use a Trust and avoid the probate hurdles
Putting your clients policy in trust
A Guide to Trusts and your responsibilities as a trustee
Discretionary Trust for a new application
Discretionary Trust for an existing policy
Discretionary Trust (Disability Benefits Reserved) for a new application
Bare Trust for a new policy application
Inheritance Tax - Ongoing Tax treatment of trusts
IHT and the family home (overview and lifetime planning)
Discounted Gift Trusts: Bare Trusts and Discretionary Trusts
Putting an existing policy into trust
Bare Trust for an existing policy
Discretionary Trust (Disability Benefits Reserved) for an existing policy
Published by Friends Provident Life and Pensions Limited