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Find out about the trusts we offer and how to use them

Trusts

Trusts disclaimer

It's important that you read the LV= Trustbuilder information at least once before you begin. This is so you understand what's needed and whether it's suitable to use.

Remember, our Trustbuilder can only be used for life protection policies, and fixed and flexible trusts are available. If the policy your client has is not a life policy, or is for business protection, then our Trustbuilder can't be used.

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What happens to the information you give us?

Any information that you enter into our Trustbuilder system is only used to create your client's trust deed. Once the trust deed has been created for you, the information you’ve entered will be deleted from our records and systems. We’ll only record the details on our systems once you have sent the fully completed, signed deed back to us. So it’s important for you to tell anyone whose details you’ve entered, and named on the trust deed that this will be happening.

More on how LV= use personal data

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IHT planning

Manage your client's inheritance tax by using our trusts.

Find out more about inheritance tax

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Protection toolkit

Let us support your advice with our handy online tools.

Find out more about our Protection Toolkit

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Working with LV=

What you can expect when you work with us.

Find out more about Working with LV=

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Business Protection Specialist Team

Fast track application with our Business Protection Specialist team.

Meet the Business Protection Specialist team

Connect with us

About protection

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FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK