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Trust Documents

See below for Trust documents

  • Additional Loan Agreement
  • Avoiding Uncertainty with IHT Planning
  • Beneficiary Trust
  • Beneficiary Trust: How does it work?
  • Chargeable event in a trust
  • Deed of Appointment and/or Retirement of Trustees
  • Deed to Waive an Outstanding Loan
  • Discounted Gift Trust - The Access Fund: How does it work?
  • Discounted Gift Trust Deed
  • Discounted Gift Trust: Reporting Requirements
  • Discretionary Trusts: Periodic and Exit Charges
  • Discretionary Trusts: Types of Beneficiaries
  • Draft deed of assignment by gift
  • Flexible Future Benefits Trust: Option Form
  • Gift Trust Deed
  • Gift Trust Deed: How does it work?
  • Guide to Trusts
  • IHT Planning, post spring budget 2024
  • International Flexible Trust
  • International Flexible Trust: How does it work?
  • Isle of Man Probate Trust
  • Isle of Man Probate Trust: How does it work?
  • Loan Trust
  • Loan Trust - Outstanding Loan
  • Loan Trust: How does it work?
  • Request to Trustees for Loan Repayment
  • The Protection Trust Deed
  • Trust FAQs
  • Trust Matrix
  • Trusts: One size does not fit all
  • Which Trust? Regular Payment Plans
  • Which Trust? Single Payment Plans

Please note that this website may refer to Friends Provident International products that are not available to residents in the US, UK, Hong Kong, Singapore or the United Arab Emirates. Please see our Terms of Use for further information.

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