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Trust planning

Simplifying trusts

Welcome to our trust planning centre, packed full of useful information to guide you through the process of choosing and starting a trust with Quilter.

Trust planning is becoming more important due to the growing number of clients being impacted by IHT. Trusts can effectively mitigate IHT and give your clients control over how and when their wealth is distributed.

Watch our QTalk for more information on why IHT planning is gaining traction and how gifting and trust planning can help.

QTalk: Solving Inheritance Tax

Watch our on-demand QTalk now.

Whether you wish to learn about trust planning, explore our range, or set one up for your client – our extensive support has got you covered:

Build an understanding of trusts

A trust can be an important element of good financial planning, but if you are new to them, they can appear complicated. If you're looking to learn or explain the basics about trusts, here's where to start.

Learn about trusts

Explore Quilter's trust range

Our trust range provides varying levels of access, flexibility, and IHT efficiency to help meet the needs of your clients.

Our trust range

Creating a trust with Quilter

Find out more about the key steps and forms required to setup a trust using a deed from our trust range

Access the tool

What would you like to do next?

Building an understanding of trusts

If you’re looking to learn more about trusts, here’s where to start.

Learn about trusts

Our products and solutions

Find out about our range of solutions and discover technical expertise and support to help you maximise advice opportunities.

Learn more

Get in touch with your Quilter consultant

Our consultants are here to help you find the best solutions for your clients. Get in touch if you need additional support.

Get in touch