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
Why put policy in a Trust
The advantages of using a Trust for your protection policy
How to complete the HSBC Life Flexible Trust Form
A practical guide to signing the HSBC Life Flexible Trust Form.
Digitally signing a Trust Form – PCs
Watch our step by step guide to how your clients can digitally sign their Trust Form on a PC.
Digitally signing a Trust Form – mobiles
Watch our step by step guide to how your clients can digitally sign their Trust Form on a mobile phone.