What is our Declaration of trust for a Relevant Life policy?
For protection policies onlyMon Feb 20 11:14:00 GMT 2017
Our Declaration of trust for a Relevant Life policy(Opens new window)(Opens new window) is a discretionary trust specifically designed to be used in conjunction with our Relevant Life policy.
Trusts establish legal rights and entitlements and might have material financial and tax implications for the Settlor, Trustees and Beneficiaries. Aegon UK is not authorised to provide legal advice, so you should take your own legal advice before setting up a trust, to make sure that it meets your requirements. Our trusts have been drafted for use by UK domiciled individuals.