This solution puts life cover policies in trust to provide a tax-efficient way to protect your family’s future in the event of your premature death. Your life cover policy is a significant asset, and by putting it in trust you can manage the way your beneficiaries receive their inheritance.
• Hold your death benefit payments from life cover policies, including critical illness policies and relevant life plans
• Arrange a tailored trust solution for your individual needs certified by our legal partners
• Provide policy payments held in Trust so they can be paid to your family without the Grant of Probate, as they are not included in your estate
Need to manage the way your beneficiaries receive their inheritance?
Looking for an effective tax planning and long-term asset protection planning solution?
Need to arrange nominal payments and lend capital to your Trust?
For a free, independent and no-obligation conversation regarding your current financial status and future aims, please contact us today. To find out more about how we can help you, please contact 01952 250024 or email firstname.lastname@example.org