Standard Life adviserzone – Standard Life adviserzone

Standard Life's Estate Planning Solutions Pack has been designed specifically to assist you and your clients with estate planning. At Standard Life we will help you develop your awareness and understanding of the wide variety of estate planning issues which can arise for your clients.

The Estate Planning Solutions Pack will help you make the most of sales opportunities by providing you with ideas and technical information to get you started, as well as material to help support your recommendation of Standard Life to your clients.

This is all about estate planning - Client Guide (104KB, Code:IHTS10)

Why having a will is so important (52KB, Code:IHTS2)

Trust Decision Tree for personal estate planning (36KB, Code:IHT103)

Investment Bond Trusts for estate planning (69KB, Code:IHTS15)

Gift Record (32KB, Code:IHTS3)

Estate Planning Support (32.5KB, Code:IHTS6)

Inheritance Tax Technical Information

Trust Forms

The information on this site is for qualified advisers only and must not be relied on by anyone else. If you are not an adviser you should go to our main website for information about our products and services.

[Important Legal Notice][Cookie Policy]

Please note that adviserzone features UK and offshore products provided by Standard Life Assurance Limited and other subsidiaries of Standard Life plc. Click here for a list of product providers.

Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.