Writing a business protection policy in trust helps to ensure that the right people receive the money in the event of a claim, which is essential at a time when a smooth transition for the business is crucial.
We offer a variety of trusts depending on the type of business to be protected and our recently launched Business Protection Trusts Hub is designed to help ensure that you choose the right trust for your client’s business. Once you have followed all of the steps in the Trusts Hub all that is left to do is to print, sign and witness the completed trusts and send it back to us along with the pre-populated letter to action.
Trust forms are not always the easiest forms to complete but it is vital that they are accurate. We’ve designed our hub to ensure that errors are kept to a minimum, if not prevented altogether. This leads to greater efficiencies for you and means your business clients are put into trust quicker than ever.
We also have our Personal Trust Hub which can help make explaining the many benefits of putting a personal protection policy in trust, and setting one up even easier.
