Trusts

There are several reasons why you should consider a trust with your life assurance…

	•	Speed
	•	Nomination of Beneficiaries
	•	Convenience
	•	Tax Planning
	•	Peace of Mind

 

Setting up a trust needn’t be a daunting prospect…

	•	Business Trust
	•	Probate Trust
	•	Split Trust
	•	Flexible Gift Trust
	•	Absolute Gift Trust

 

Unsure of what trust to use?

Is the trust required for shareholder/partnership protection?

Is the trust required for Inheritance Tax Planning?

Do you have death or earlier CI plus additional life cover on the plan?

 

It’s not easy finding the right trust for you… we can help.

 

The information supplied is based on The Provider’s understanding of current law. We cannot accept responsibility for any liability that may arise as a result of any action taken or not taken as a result of the information given. This information does not constitute legal or tax advice. We strongly recommend you get independent advice before you take any action. You can ask for full details of all the products mentioned.

 

Trust Planning is not currently regulated by the Financial Services Authority.