Here's what you need to know about putting your life insurance policy into a trust
Trust Registration Service notification
As part of the UK's implementation of the Fifth Money Laundering Directive, new rules were introduced about trust legislation.
Trusts related to in-force LV= protection plans that don't hold a surrender value won't need to be registered. Other types of policy held in trust may need to be registered. For further information please see our Trust Registration Service FAQs.
Before we start, you should know…
If you're in any doubt, you should speak to a solicitor.
Have a read of our guides - they might help you understand Trusts and Trustees. You can get this and other documents from us in braille, large print or audio by contacting us.
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Ready to set up your trust online?