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Create your Trust

Step 1 of 5: Policyholder Details

Quick tips before you start

  • Move at your pace - your choices are only final when you complete Step 4
  • Check our FAQs about trusts if you haven't already to see if trusts suit you
  • If you require any additional information, get in touch with a member of our team
  • If you need more detailed legal or tax advice to know if a trust suits you, ask a solicitor or qualified professional first

Policyholder Details

The Trustbuilder is intended for a single policy holder. If you wish to take out a trust on a joint policy we recommend you seek legal advice. Call our team on 0203 764 0082 if you need any help.

We strictly adhere to the General Data Protection Regulation and will only use your personal information for the purposes of helping with your query. As an advice-based broker, by submitting your details with your phone number, we may attempt to call you in order to service your query for Life Insurance, Income Protection Insurance, Critical Illness Insurance and other products. For more information, please read our Privacy Notice & Cookies.

Is it a Royal London or LV= Policy?

If 'Yes', our team will continue to set up the trust for you as soon as you complete Step 4.

If 'No', we'll need you to download & sign the documents we provide in Step 5 to set up your trust.

More than one policyholder?

The Trustbuilder is intended for a single policy holder. If you wish to take out a trust on a joint policy we recommend you seek legal advice. Call our team on 0203 764 0082 if you need any help.

LifeSearch Limited is an Appointed Representative of LifeSearch Partners Limited, who are authorised and regulated by the Financial Conduct Authority. Calls may be monitored/recorded.