We offer all of our clients a free arrangement service for straightforward trusts; we can also arrange more complicated trusts at an additional cost.

Having a trust in place on your policy is a very good idea as it specifies who gets the money from a policy. It also helps speed up payments and can avoid Inheritance Tax on the payout of your insurance policy.

Why is it good to put your policy into Trust?

  • Having a trust in place allows you to say who you want the money to go to and how much.

  • Trusts get money paid out without any legal delays.

  • Trusts make sure that no Inheritance Tax is paid on the benefit.