Life Insurance
Life insurance written in trust
Placing a policy in trust so the proceeds are directed outside the estate.
Writing a policy in trust can mean the proceeds are paid to the trustees for the intended beneficiaries rather than forming part of the estate, which may help with the timing of payment and the estate's Inheritance Tax position.
Outcomes depend on the type of trust, how it is drafted, who is appointed and the circumstances at the time. This is an area where proper specialist advice matters.
Things worth considering
- Once written in trust, an arrangement is not always easy to unwind
- Trustees take on real legal responsibilities
- Trusts have legal and tax implications and specialist advice may be required
Enquire about life insurance written in trust
Tell us what you would like to protect or resolve. One named contact will read your enquiry personally and come back to you.
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- No call centres
- Introductions handled discreetly
- Serving Hampshire, West Sussex, Surrey and the Isle of Wight
Cromwell Associates coordinates enquiries and introduces clients to appropriately qualified specialists. We do not provide regulated financial, legal or tax advice, and submitting this form places you under no obligation.
Your enquiry is reviewed personally before any introduction is made.