Trusts protect… your pension, death benefits, family home, insurance payouts, savings and other valuables
Do I need a Trust?
If you have… a pension, Death in Service benefits or Life Cover, you need a Trust.
If you also own a property or business, land or other assets, you need a Trust framework that will hold all of your individual Trust solutions.
Your Financial Planner can advise you on which Trusts or Trust framework suits your individual situation the best.
Our Trust frameworks are set up whilst you are alive which gives you much more flexibility if you decide to change the distribution of your wealth.