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.
Need more help?
Speak to our experienced team. You can reach them Monday to Friday, 8.30am to 4.30pm, by either calling 02380 726 010 or emailing:
- Pensions technical queries – pensionstechnical@quilter.com
- Life and trust technical queries - taxandtrusts@quilter.com