Client form

Trust request

Writing your policy in trust helps proceeds reach your loved ones quickly, avoids probate delays and can keep the payout outside your estate for inheritance tax.

Settlor (policyholder)

Full name*

Email address*

Date of birth*

Phone number

Home address*

Policy provider & number (if known)

Type of trust

Which trust would you like to use?*

Not sure which trust to choose?

Leave the option set to Discretionary trust (the most flexible and commonly used option) or select Please advise and we'll recommend the most suitable option for you. You can also read our guide to writing a policy in trust.

Trustees

Trustees look after the policy and pay out to your beneficiaries. Provide at least one additional trustee besides yourself. Full legal names, addresses and contact details are required so we can prepare the trust deed and, where an insurer requires wet signatures, send it out for signing.

Trustee 1 (required)

Full name

Date of birth

Email address

Telephone number

Address

Relationship to you

Trustee 2 (optional)

Full name

Date of birth

Email address

Telephone number

Address

Relationship to you

Trustee 3 (optional)

Full name

Date of birth

Email address

Telephone number

Address

Relationship to you

Before you continue — Expression of Wishes

A discretionary trust gives your trustees the power to decide who receives the proceeds. An Expression of Wishes (or Letter of Wishes) is a private, non-binding note that guides your trustees on how you'd like the money to be used. It's one of the most important things you can do alongside placing a policy in trust.

Read our guides: why an Expression of Wishes matters and our draft Letter of Wishes template.

Declaration*I confirm the information above is accurate and understand it will be used by My Mortgage & Protection Experts to prepare a trust deed for my policy. Most trust deeds are now handled electronically and do not require wet signatures. Where the insurer requires a paper trust form, MMPE will send it to me to distribute to my trustees for signing, and the signed form must be returned to MMPE before the trust can take effect.

Your information is sent securely to My Mortgage & Protection Experts and used only for advising on your policy.