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Trusts for Investments & Savings

Welcome to Scottish Widows Adviser Site

This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only.

If you are not a financial adviser or intermediary, please visit our personal site

Continue to our website

TRUSTS

Trusts for Protection
Trusts for Investments & Savings
Trusts for OEICs

Helping make investments inheritance tax-efficient

To use with Investment Bonds

Fixed Gift Trust

Flexible Gift Trust

Fixed Loan Trust

Flexible Loan Trust

Fixed Discounted Gift and Income Trust

Flexible Discounted Gift and Income Trust

Find out which Discounted Gift Trust is right for your clients

To use with our Regular Savings Plan

Revert to Settler Trust

Looking for trust information for legacy products

Find literature for our trusts that are now closed to new business.

Find literaturefor legacy products

Learn about trusts

Trusts can be a good option to help protect family wealth.

Trusts explainedmore information

This site is intended for UK authorised & regulated financial advisers only. It is not intended for onward transmission to retail customers & should not be relied upon by any other person. If you are not an adviser please return to our consumer site

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