Trusts

As regulated advisors, we’re able to set up a Trust for you free of charge. ‘Non-advice’ providers can’t legally do this for you as it has to be done on an advised basis.

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What is A Trust?

A Trust is an arrangement that allows a third party, or trustee, to hold assets on behalf of the beneficiary of those assets.

Why get a Trust?

It’s a good idea to set up all Life Policies in a Trust. The payout won’t form part of the deceased’s estate, and so won’t be calculated as part of any Inheritance Tax liability. Also, the policy pays out without you having to wait until probate is granted.

  • A Trust holds assets on behalf of the beneficiary.
  • They prevent these assets from being liable for inheritance tax.
  • They allow for payouts without having to wait until probate is granted.
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Who Needs Trusts?

Anyone setting up a Life Cover or Relevant Life Cover policy.

Our service is FREE!

If you need a Trust we can set this up for you free of charge!