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 documents
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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 (UK) Limited Flexible Trust - Opens in a new window
(application 201.95 KB)For use in England and Wales only
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Click to view page: HSBC Life (UK) Limited Flexible Trust - Opens in a new window
(application 179.16 KB)For use in Scotland only