Policy Trust Service
Your dedicated Adviser can write your Life Insurance policy 'in Trust' for you - without charge. This is a method which allows you, and nominated others, to control what happens to the policy proceeds after your death.
- There is no cost for setting up a Trust - we will draft the form and assist you to complete it.
- Ensure that the policy proceeds are paid directly to the people that you nominate.
- Policy proceeds are paid at the earliest opportunity and not held up in Probate.
- Avoid a potential Inheritance Tax Bill - policy proceeds are not typically liable to be taxed.
As expert Advisers, this is the least we can do. For existing customers please contact us.