What type of trust is your Flexible trust?
For protection policies only. This information is for financial advisers only. It mustn't be distributed to, or relied on by, customers.18 December 2017
Our Flexible trust(Opens new window) is a flexible power of appointment trust or interest in possession trust. This means the trustees have control over which of the beneficiaries benefit from the trust fund and to what extent. It’s also a split trust.
Trusts establish legal rights and entitlements and might have material financial and tax implications for the Settlor, Trustees and Beneficiaries. Aegon UK isn't 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 clients' requirements. Our trusts have been drafted for use by UK domiciled individuals.