What is a trust form?

A trust form is an optional application that each insurance company offers, usually free of charge.

Writing your life insurance in trust allows you can legally nominate who you want to deal with (trustee), and also benefit from (beneficiaries), the lump sum in the event you were to pass away.

If you decide to use it, the policy pay out will not form part of your estate and therefore could avoid 40% inheritance tax and also the probate process.

Do you have to complete a trust form?

No. It is an optional form and should only be completed if it suits your individual circumstances.

Aegon
Edinburgh Park
Edinburgh
EH12 9SE


AIG
58, Fenchurch Street
London
EC3M 4AB


Aviva BCC
PO Box 520
Norwich
NR1 3WG


The Exeter
Lakeside House
Emperor Way
Exeter
EX1 3FD


Legal & General
City Park
The Droveway
Hove
East Sussex
BN3 7PY


LV
Freepost RSSL-HSKC-STHS
LV= Trust
Pynes Hill House
Rydon Lane
Exeter
EX2 5SP


One Family
16-17, West Street
Brighton
BN1 2RL


Royal London
Royal London House
Alderley Road
Wilmslow
Cheshire
SK9 1PF


Zurich Assurance Ltd
Tricentre One
New Bridge Square
Swindon
SN1 1HN

Need help with your trust application? Contact our FREE trust service

At Reassured we offer a free trust service to all our valued life insurance customers.

Although we are unable to offer advice on what you should do, we will provide you with enough information to help you make an informed decision.

Our website contains all the forms, as well as a handy guide.

Our dedicated customer service team can be reached between 9am-6pm on 0808 168 2025, (selecting option 1, then option 2) or email customer.services@reassured.co.uk.