Trusts
Adviser– If you’re a customer please visit the customer section
Why place a policy in trust?
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A reminder. By placing a life insurance policy in trust, the proceeds of the policy after your client’s death can be paid to the beneficiaries. The proceeds do not form part of the estate for Inheritance Tax purposes.
Useful trust resources
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Click to view page: Guide to using our Trust - Opens in a new window
A customer guide to our Flexible Trust
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Click to view page: HSBC Life Deed of Appointment and or Retirement of a Trustee(s) - Opens in a new window
(application 1 B)For use alongside of the HSBC Life Flexible Trust Form
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Click to view page: Digitally signing a Trust Form - PCs - Opens in a new window
Watch our step by step guide to how your clients can digitally sign their Trust Form on a PC.
For adviser use with clients.
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Click to view page: Digitally signing a Trust Form - mobiles - Opens in a new window
Watch our step by step guide to how your clients can digitally sign their Trust Form on a mobile phone.
For adviser use with clients.