Life Insurance Trust
It is normally critical when arranging Life Insurance that you do so under professional guidance, placing your policy in trust could avoid a family heartbreak and significant delays in the event of a Life Insurance claim.
Although there are different types of trusts, with the correct advice, they are relatively straightforward. Our advisors will establish your requirements and offer this service to you free of charge.
In the majority of circumstances it is advisable to write your policy into trust. The proceeds from your policy will then be passed directly to your loved ones and outside of your estate. In most cases payment is substantially quicker which could save several months in delays.
Another benefit of writing your policy into trust (depending on the size of your estate) is that it remains one of the best methods of mitigating an Inheritance Tax liability.
Call us today to discuss your requirements in person.
- We offer independent professional advice
- Writing your policy into trust is a free service
- Experienced support throughout your policy term
Independent Professional Advice