This tool will outline the key steps and forms required to setup a trust using a deed from our trust range. It will also help you if you’re advising the trustees of an existing trust (such as a Will trust) looking to invest via a Collective Investment Account or Collective Investment Bond.
Additional Technical Support
If you have a question that was not covered online, our expert team would be pleased to help. Simply click the button below, fill in the form and our technical team will be in touch as soon as possible, between 8.30am-4.30pm, Monday-Friday. Or call the team on 02380 726010.