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Business assurance trusts

  • Customer privacy notice

    How we collect, manage, store and use your clients' personal information. 

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  • Discretionary Business Assurance Trust (English Law) – settlor included

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  • Discretionary Business Assurance Trust (Scottish Law) – settlor included

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  • Discretionary Business Assurance Trust (English Law) - settlor excluded

    Discretionary trust for use with shareholder or partnership protection.

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  • Illustrative double cross option agreement – for plans in trust

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  • Illustrative single cross option agreement – for plans in trust

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