Before you apply to place your new Zurich plan into trust, you should consider your circumstances carefully and make sure you have read and understood the details of your chosen trust.
Also don’t worry, there isn’t a rush to put your plan in trust. It’s an important decision you should consider carefully, and it’s a step you can take any time after your plan is set up.
It’s also important to complete the trust deed correctly as it will be a binding legal document and the benefits of the plan will no longer be yours, but the trusts. Don’t let this worry you though – we have a team of experts who can help ensure you follow the process correctly.