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Discretionary Trust declaration form - Ageas Protect 2025

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The document is a Discretionary Trust declaration form provided by Ageas Protect, which allows individuals to place specific life insurance policies into a discretionary trust. It outlines the process for establishing the trust, the roles and responsibilities of trustees, and the implications for beneficiaries. The document emphasizes the importance of seeking professional advice before completing the form and details how benefits will be managed and distributed under the trust.

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What makes a trust a discretionary trust?

What is a discretionary trust? A discretionary trust gives trustees the power to decide how much beneficiaries get from a trust and when they get it. All capital and income are distributed completely at their discretion.

What is the difference between a trust and a discretionary trust?

An Non-discretionary provides that the trustees must pay trust income upon request to the beneficiaries, they are not in a position where they can refuse. With a Discretionary trusts the trustees have the option whether to make payment to the beneficiaries or not.

What are the three types of trust?

A discretionary trust or family trust is the most common form used by families. The beneficiaries of the trust have no defined entitlement to the income or the assets of the trust. Each year, the trustee decides which beneficiaries are entitled to receive the income and how much they should get.

What is the downside of a discretionary trust?

Disadvantage 1: Complexity Like other trusts, setting up a discretionary trust can be complicated. The complexity depends on: Whether its a company structure (more complex) or a family trust. The number of beneficiaries.

What is the difference between a family trust and a discretionary trust?

A discretionary trust is defined by the trustees power to decide how and when to distribute the trusts income and assets among the beneficiaries. On the other hand, a family trust is a type of discretionary trust specifically designed for family members.

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What is the difference between a flexible trust and a discretionary trust?

A Flexible Trust is similar to a Discretionary Trust, but includes both default beneficiaries and discretionary beneficiaries. The default beneficiaries automatically receive a portion of the trust fund, while the discretionary beneficiaries will only benefit if the trustees choose for them to do so.

What is the document of a discretionary trust?

The Discretionary Trust deed this is the legal document that creates the trust. The settlor and the trustees must sign it. It names the parties involved, says what roles they have, and gives details of the life policy which is being put into trust.