Trust Documents - Existing Life Plans

These documents are for existing Life plans only. See our Estate Planning section for new Life plans or the Pensions Trust page for pensions trusts

Country	Document Name	Code (PDF)
England and Wales	Flexible Trust - Single Settlor (Settlor cannot benefit)	TD1
	Flexible Trust - Joint Settlors (Settlors cannot benefit)	TD2
	Flexible Trust Multiple Settlors (3/4) (Settlors cannot benefit)	TD9
	Critical Illness/Split Trust - Single Settlor	TD11
	Absolute Trust - Single Settlor (Settlor cannot benefit)	TD12
	Absolute Trust - Joint Settlors (Settlors cannot benefit)	TD13
	Critical Illness/Split Trust - Joint Settlors	TD14

Country	Document Name	Code (PDF)
Scotland	Declaration Of Trust - Single Settlor Flexible (Settlor cannot benefit)	TD1S
	Declaration Of Trust - Joint Settlors Flexible (Settlors cannot benefit)	TD2S
	Declaration of Trust - Multiple Settlors (3/4) (Settlors cannot benefit)	TD9S
	Declaration Of Trust - Single Settlor Absolute (Settlor cannot benefit)	TD12S
	Declaration Of Trust - Joint Settlors Absolute (Settlors cannot benefit)	TD13S

Country	Document Name	Code (PDF)
Northern Ireland	Trust - Single Settlor Flexible (Settlor cannot benefit)	TD1NI
	Trust - Joint Settlors Flexible (Settlors cannot benefit)	TD2NI
	Flexible Trust Multiple Settlors (3/4) (Settlors cannot benefit)	TD9NI
	Critical Illness or Split Trust - Single Settlor (settlor cannot benefit)	TD11NI
	Absolute Trust - Single Settlor	TD12NI
	Absolute Trust - Joint Settlors	TD13NI
	Critical Illness or Split Trust - Joint Settlors (settlors cannot benefit)	TD14NI

Pension Plans

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