
Family Trusts & Estate Planning
Simplified, Explained & Arranged
Together, we’re building the UK’s most trusted platform for family and modern estate planning.
We believe that trust planning should be simple for everyone involved.
At iTrust121, we partner with financial intermediaries to transform and elevate their financial services with our trust planning service.
We promise no delays and no confusion, just tailored protection for your clients that is simplified, explained and arranged - saving you both on time and stress.
A modern solution
for you and your clients.
Compatible by Design
We work closely with clients who hold life insurance policies from some of the leading UK insurers, including well-known companies such as Aviva, Legal & General, and Royal London. Our trust services are carefully designed to seamlessly integrate with a wide range of existing life insurance policies, providing tailored solutions that meet your clients individual needs.
Why Work With Us
Simplified, Explained & Arranged are the words we were founded upon and what runs right through the core of our offering.
From the streamlined efficiency of our advisor portal, iTrust Manager, to the time spent honing our bespoke iTrusts, we ensure we add value to our partners financial services, not work load.
Sam, Financial Advisor
“Becoming an iTrust partner has been a game-changer for my financial consultancy. It brings me immense joy to know that my clients are satisfied and that their family has truly benefitted from my recommendations.”
iTrust Partner FAQS
-
No, not at all. You’re never expected to give legal advice or get involved in technical trust work. Simply identify where a client might benefit from estate planning, and refer them to us. From there, our iTrust Advisors handle the full advisory and legal process — always keeping you in the loop.
-
We offer a wide range of over 20 iTrust solutions, which can be viewed by clicking here. Our team will ensure your client is matched to the right solution based on their goals, assets, and family setup.
-
All your referrals can be found in your secure iTrust Manager portal. You’ll see real-time updates on client progress, download reports, and track your revenue share — all in one place. No chasing, no guesswork.
-
Easy — just get in touch via our website form here or email partners@itrust121.com. We'll set you up with an onboarding call, access to your portal, and all the support you need to start referring with confidence.