Trust forms

New Trust Forms

• Discretionary Trust Form (W12645) (pdf - 76 KB)

New Business

• Split Trust (for policies not yet started) (W5080) (pdf - 487 KB)
• Trust Schedule (pdf - 72 KB)

Existing Business

• Split Trust (for existing policies) (W9640) (pdf - 63 KB)
• Declaration of Trust for Existing Policies (pdf - 51 KB)

General *

• Directors Documentation Pack (W4335) (pdf - 88 KB)
• Partner's Documentation Pack (pdf - 88 KB)
• Intimation to Beneficiaries in Scotland (pdf - 37 KB)
• Non Statutory Absolute Interest Trust Form (pdf - 50 KB)
• Non Statutory Flexible Split Trust (pdf - 487 KB)
• MWPA Request Form (pdf - 43 KB)

Trust - Support

• A guide to trusts (pdf - 979 KB)

*For all deed’s please telephone 0845 0730 777 (option 1).