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It is recommended life and critical illness policies are placed in Trust due to ‘taxation’ and ‘speed of payment advantages’.
If a life insurance policy is written in trust; the proceeds of the payment can be paid directly to the beneficiaries and would not form part of your estate and not be subject to inheritance tax.
In addition, payments are made swiftly and directly to the trustees.
There is no set up fee for this application.
If you would like to know more, please submit your details and one of our insurance brokers will call you to discuss your requirements. We are ‘whole of market’ and work with a range of insurers from well-known house names such as Aviva, Friends Life, Legal & General and Zurich, amongst others.
The Financial Conduct Authority does not regulate Will Writing, Inheritance Tax Planning and most forms of Buy To Let mortgage.
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If you’re interested in an insurance policy or just need insurance advice, simply fill in your details below. An insurance advisor will be in touch to discuss your requirements.