More Than A Trust.

Our plain-english guide explains how an iTrust can help protect you and your loved ones.

Think of your iTrust like a personal safety net for everything that matters.

It sits quietly in the background, ready to step in when you or your family need it. Your iTrust will provide safe transfer of the family home, savings, assets and heirlooms, carefully navigating costly disputes, delays and unnecessary taxation.

While a traditional trust can feel complex or exclusive, an iTrust is designed to be simple, affordable and tailored around you. We bring together what you already have, create what’s missing and combine it all into one simple legacy plan that makes sense for your life today and in the future.

Silhouettes of a woman and children walking on the beach at sunset, with the sun low in the sky and clouds above.
An elderly woman and a man are dancing together in a well-lit room with a window showing green foliage outside. They are smiling and holding each other closely.

Here are some of the things your iTrust can do:

  • Release life cover to loved ones quickly, without probate delays

  • Protect property and savings from future risks or later life costs

  • Support children or dependants responsibly over time

  • Keep business and personal wealth safely separated

  • Give you privacy and control over how your legacy is managed

In addition you also have access to iTrust Vault - your online portal where all your documents such as your iTrust are kept secure. Access is tightly controlled, so only the people you nominate can see and act on the instructions inside (and only at the times you specify).

That means greater privacy, fewer delays for your loved ones, and confidence that your wishes will be followed precisely.

Young boy watering plants in a garden bed.

Without an iTrust, your assets can become entangled in probate — a slow, public legal process that can postpone access to funds when your family needs them most. Property and savings may also be exposed to unnecessary taxes, future expenses, or creditor claims, and loved ones can face disputes or uncertainty about your intentions. An iTrust prevents these risks by keeping your assets protected, private, and distributed exactly as you intend.

Creating an iTrust with a trained iTrust Partner is much simpler than traditional estate planning. That’s why you’ll hear our partners use the term: simplified, explained, and arranged. We want you to know exactly what you’re protecting, and feel confident about it, so you can face the future with certainty and peace of mind.

“What can I put
in an iTrust?”

Your iTrust can hold far more than you might think. From family savings and property to life cover and business interests, your iTrust keeps each element secure, tax-efficient and easy to manage.

  • Your main home, second homes, investment properties or land can all be placed within your iTrust. This ensures ownership passes smoothly to loved ones and can help avoid probate delays or potential care fee exposure.

  • Include cash savings, Premium Bonds, shares and other investments. Holding these within your iTrust can make distributions faster and more flexible when the time comes.

  • Add life insurance, critical illness or income protection policies. Doing so helps ensure any payout goes directly to your chosen beneficiaries without delay or unnecessary tax.

  • Business shares, partnerships or director’s loans can be protected through your iTrust, helping separate personal wealth from commercial risks and ensuring smooth succession planning.

  • From jewellery and art to vehicles, collections or family heirlooms, your iTrust can record and manage sentimental assets, ensuring they reach the right people in the right way.

  • Your iTrust can also plan for future proceeds such as property sales, inheritance or insurance claims, keeping everything aligned with your long-term wishes.description

“What iTrust
do I need?”

With over 20 expertly designed iTrust solutions, we help you protect what matters most: from young families and business owners to property portfolios and long-term care planning. Whatever your stage of life, we’ll guide you to the right iTrust with clarity and care.

  • A man and a young girl standing by a kitchen sink, with the man showing the girl how to wash her hands.

    iTrust Family

    iTrust Family offers simple, affordable protection for young families and professionals, ensuring fast, secure payouts without tax or probate complications.

  • Two people sitting on a black couch looking at a laptop, with a white coffee table in front, inside a modern office or lounge with large glass windows.

    iTrust Business

    For traders, managers, or investors exposed to legal or financial risks—especially if you've signed personal guarantees, extended credit, or work in litigious fields—this iTrust protects your personal assets from business creditors.

  • Two elderly women with curly white hair sitting on a weathered wooden bench by the water, enjoying a moment together. One is eating an ice cream cone, and the scene is set outdoors with green grass and a distant view of water and land under a cloudy sky.

    iTrust Care

    iTrust Care suits individuals and couples near or in retirement seeking to protect their home and savings within an estate plan, preserving dignity, independence, and family wealth.

  • A harbor with several luxury boats docked on calm water, with a city skyline featuring historic and modern buildings in the background under a cloudy sky.

    iTrust Global Shield

    iTrust Global Shield is for UK-domiciled clients who hold or plan to hold overseas assets, are expatriates, or are internationally mobile. It is ideal for those with foreign property, collectibles, or financial holdings who seek long-term protection, estate control, and global compliance.

See our full range of iTrusts

Need more information?

It’s quick, easy and simple to set up a call and talk things over with an iTrust Partner. Our team are ready and waiting to hear your story and help tailor your protection to suit your needs.

Contact Us