There are many reasons to consider putting your life insurance into a trust, including protecting your beneficiaries from inheritance tax or helping to avoid probate.
Did you know that the money you leave to your loved ones from a life insurance policy may be subject to inheritance tax as it is included as part of your estate?
By placing your life insurance policy into a Trust today, you can help make sure that your beneficiaries avoid inheritance tax so they can receive the money you intended to leave them.
What is a Trust? This section will give you all the information you need to know about our personal Trusts, without the jargon.
Not sure which type of Trust may be right for you? Use our interactive tool to help you decide in just a few clicks.
Setting up a Trust is quick and easy. Once you know the type of Trust you need, you can enter all your details online so the forms are ready to be printed and sent back to us.
If you prefer, you can choose to print out a blank form to complete later.