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Vitality trust forms 2025

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The VitalityLife Discretionary Trust is a legal document designed for use with specific VitalityLife insurance plans, allowing policyholders to manage benefits during their lifetime and designate beneficiaries for death benefits. It emphasizes the importance of seeking legal or tax advice due to its complexity and potential tax implications. The document outlines key provisions regarding retained and gifted funds, trustee powers, and administrative processes, while also providing guidance on completing the trust form correctly.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the biggest mistake parents make when setting up a trust fund?

One of the biggest mistakes parents make when setting up a trust fund is choosing the wrong trustee to oversee and manage the trust. This crucial decision can open the door to potential theft, mismanagement of assets, and family conflict that derails your childs financial future.

Is Vitality owned by AXA?

It is owned by its parent company DiscoveryHoldings; a global insurance organisation covering over 5 million people worldwide.

What is the 3 year rule for life insurance trust?

Under Internal Revenue Code Section 2035(d) the so-called three year rule, if an insured person transfers an insurance policy to an irrevocable life insurance trust, even though the insured may no longer retain any incidents of ownership, if he dies within the three year period following the transfer, the entire

What is the vitality fund?

The Vitality Fund consists of two three year periods, during which you will receive additional life cover at no initial additional premium. At the end of each three year period, a premium becomes payable for this cover when it converts to provide you with additional whole-of-life-cover, free of underwriting.

What is vitality trust?

It allows you to keep for yourself the benefits under the Plan that are payable during your lifetime (such as Serious Illness Cover, Serious Illness Cover for Mortgages or Income Protection Cover) and to give away other benefits, such as Life Cover or Mortgage Life Cover, that are paid on death.

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What document forms a trust?

The creation documents, called a Deed of Settlement or Declaration of Trust, must identify the subject matter and assets for the Trust. The beneficiaries must be clearly named in the founding documents.

What is vitality and how does it work?

Vitality offers you a science-based behaviour change programme that helps you understand your health, keep track of your progress towards a healthier you, and rewards you for making better choices with a premium range of health, lifestyle and leisure benefits.

What does the company vitality do?

Who we are. Here at Vitality UK, were all about keeping you healthy and happy. Thats why we offer health insurance and life insurance that reward you for making positive lifestyle choices.

Vitality trust forms 2025

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What is the biggest mistake parents make when setting up a trust fund?

Is Vitality owned by AXA?

What is the 3 year rule for life insurance trust?

What is the vitality fund?

What is vitality trust?

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What document forms a trust?

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