This tool assumes you have not transferred ownership of the plan to anyone else.
The trust tool is a guide only based on the Zurich trust choices and the answers you’ve provided. The information in this tool is based on our current understanding of UK law and HM Revenue and Customs practice as at 1 November 2015. Bear in mind these rules may change in the future. Please ensure you read the detailed guidance notes within the trust deed to ensure the trust does meet your needs. If you are unsure, please seek professional financial advice.
Things you need to know about 'Choose the right trust'
- This tool and the supporting information gives a brief overview of what trusts are and how they work. It's not designed to be a technical overview of each trust.
- You should read and fully understand the guidance notes in the trust deed before deciding to apply for a trust.
- This tool and the supporting information is only a guide - we unfortunately can't give you advice, but our tool is designed to provide information about how trusts work and which of the Zurich trusts might fit your requirements.
- Choose the right trust only provides guidance on personal trusts for life insurance plans.