Need help setting up a trust? We've got you covered with range of tips for both discretionary and unit trusts.

I have just set up my trust and have made a mistake! Can I fix this?

We cannot make amendments to trusts once they have been executed or used in any way. This does mean that we can only make amendments to trusts after they have submitted in very exceptional circumstances. 

We ask that you take extra care and caution when setting up your trust as amendments down the line must be done with a lawyer and can be expensive- this usually means consulting a professional advisor for the structure prior to creation.

If you need some extra advice before setting up your trust or do need amendments made you can get in touch with our friendly customer service staff who can put you in touch with one of our trusted partners to assist.

All information provided on this webpage is general information about our products and services. Nothing on this webpage is intended to be professional advice of any kind and should not be relied on as such. You should obtain specific financial, legal or other professional advice before relying on the content of this webpage. By not seeking such advice, you accept the risk that the information on this webpage may not meet the specific needs of your business. Our liability is limited to the maximum extent permitted by applicable law in accordance with our website terms and conditions.

Updated — Jul 8, 2020

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