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Trust new business application document requirements

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Trust planning support service

We offer a Trust Service to help you manage the complexities of trust planning. If you need help with a new trust case or want to understand how the Trust Service works you can discover the full details here.
Select the trust type below to find details of the information required to set this up.
Discounted Gift Plan
Gift Plan
Loan Plan
Existing Trust
Other Trusts
Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.