Product Estate Planning Flexible Life Plan 680X392

Flexible Life Plan

Helping you cover a potential inheritance tax liability

All the documents you need in one place. From forms and client guides to product brochures and key features documents.

Key documents

Flexible Life Plan application forms
Bare Gift Trust Tax Notes
Discretionary Gift Trust Tax Notes
Business Trust Tax Notes
Suitability Letters
A guide to medical evidence requirements

Change of circumstances
Declaration Continued Good Health
Death Abroad Questionnaire
Anti-Money Laundering submission sheet


Next steps

Ctas Default Product Adviser Resources Adviser Support CTA 864X480

Adviser support

Find answers to commonly asked questions, helpful links, tools and contact details.

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Ctas Default Product Adviser Resources Tech Support CTA 864X480

Meet the ican team

Award winning pre-sales technical help & guidance’  For advisers only.

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Ctas Default Product Adviser Resources Contact Us CTA 864X480

Get in touch

Offshore sales and service

0333 015 1382

or send an email

Monday – Friday 9am to 5pm

Other contacts