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Trusts
A Trust lets you decide where your money will go in the event of your death, i.e. who will benefit from the money and how much they will get.
Setting up a trust ensures that money is passed directly to your beneficiaries, keeping it outside of your estate. There will be no need to apply for probate so the process of getting the money to your beneficiaries will be significantly decreased. Finally setting up a policy in Trust will ensure that the money is not subject to Inheritance Tax.
If you ask us to arrange your Life Insurance or Life and Critical Illness cover policy we will write your policy in trust (if required) free of charge.
The Financial Services Authority does not regulate Trusts.
