Trust Services

Trust Services

Trust services is one of the financial planning tools to safeguard your assets for your loved ones.

What is offered

A trust contains specific instructions to manage, protect, preserve and distribute your assets beyond the settlor’s lifetime, and often over the beneficiaries’ lifetime. It also outlines the duties and responsibilities of the Trustee.  Our service provider offers different types of trust services to meet your estate planning objectives

Types of trusts

A trust provides a flexible wealth planning structure to achieve different purposes for different people. The following are some sample types of trusts and the respective objectives that they fulfil.

  1. Family trust
    A trust that consolidates a family’s multiple assets (including investments, insurance policies and real estate properties) for the purpose of providing effective wealth management and succession within a family.
  2. Business succession trust
    A trust created to facilitate a business agreement among partners. This will ensure that business interests are not split among non-participating heirs of the partners.
  3. Charitable trust
    A trust to fund charitable and social causes, through sustainable investments or endowments managed by professional charitable managers.
  4. Multigenerational trust
    A trust created with the intention to perpetuate family’s wealth across multiple generations, up to 100 years.
  5. Insurance trust
    A living trust that holds insurance policies to achieve specific wealth planning objectives. It ensures that you have the peace of mind that comes with knowing your long-term care is met.

To make enquiries on which trust is suitable for your specific needs or to request for services, click here.

Referral Services is provided by NTUC Income Enterprises Pte Ltd (NIE), a wholly owned subsidiary of NTUC Income. View NIE’s Privacy Policy.

Important Notes

This is solely for general information, and does not constitute any advice on estate planning. Neither should it be construed as an offer or solicitation for estate planning services. It does not have regard to any specific need of any person. If you are unsure whether estate planning or which type of estate planning vehicle would be suitable to meet your needs, we encourage you to seek advice first from our service providers. Otherwise, you may end up signing up for services which may not meet your expectations or needs. The services are provided by service providers who are independent contractors and are not employed by nor an agent of NTUC Income or NIE.

NIE shall not be liable to any person in respect of the information or its use including any inaccuracy, misrepresentation, error or omission in, or any decision made in reliance on the information.
 

Information is correct as of 09 June 2016
 

Seminars and Workshops

NTUC Income also holds a series of seminars related to trust services. Each seminar will establish a basic understanding of a trust’s structure and the stakeholders involved.

In the upcoming seminar, the speakers will talk about the importance of estate planning and how to ensure that we leave behind meaningful legacies.  Wealth and assets could be lost very quickly if we do not plan for potential pitfalls. The use of instruments such as the will, trust and the lasting power of attorney will be highlighted.

Click here to register for Trust Services Seminar.

Date Time Venue
19 April 2017 7.00 pm NTUC Income Centre
75 Bras Basah Road
Auditorium, Level 7

FAMILY TRUST WORKSHOP

Learn how you can effectively plan and prepare your finances for our loved ones
Learn how to inculcate the right money habits and values in our children

The fee for this workshop is $15 a person or $25 per couple (inclusive of GST). Materials and light refreshments will be provided.

Click here to register for Family Trust Worshop.

Date Time Venue
Saturday, 15 July 2017 9.00 am to 12.30 pm
Registration starts at 8.30 am
Income Centre, Room 2F, Level 2
75 Bras Basah Road, Singapore 189557

Contact us

To enquire about this service, please call our hotline staff at

6788 8788

Mondays to Fridays, 8.30am to 8.30 pm.
Closed on weekends and public holidays.