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ProtectionDraft Relevant Life Plan Trust Request and Nomination Forms Important notes This draft trust request and nomination form is to show you the terms of the trust that will be created if you

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How to fill out relevant life plan trust

01

Identify a trusted individual to act as trustee of the relevant life plan trust.

02

Meet with a legal professional to create the trust document outlining the terms and conditions of the trust.

03

Clearly outline the beneficiaries and their entitlements within the trust document.

04

Fund the trust with the relevant life insurance policy or assets.

05

Regularly review and update the trust document as needed.

Who needs relevant life plan trust?

01

Individuals who want to ensure that their life insurance proceeds are managed and distributed according to their wishes after their passing.

02

Individuals with dependents who rely on them financially and want to provide for their future financial needs.

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What is relevant life plan trust?

A relevant life plan trust is a specific type of trust that is used in conjunction with a relevant life insurance policy to provide tax-efficient life cover for employees.

Who is required to file relevant life plan trust?

Employers who have set up relevant life plan trust for their employees are required to file the necessary paperwork with the HM Revenue and Customs (HMRC).

How to fill out relevant life plan trust?

To fill out a relevant life plan trust, the employer must provide information about the trust beneficiaries, trustees, and the terms of the trust.

What is the purpose of relevant life plan trust?

The purpose of a relevant life plan trust is to provide tax-efficient life cover for employees and their beneficiaries.

What information must be reported on relevant life plan trust?

Information such as the names of the trust beneficiaries, trustees, and the terms of the trust must be reported on relevant life plan trust.

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