In our latest Financial Planning Bulletin, we look at how putting a life assurance plan under trust could benefit your clients.
The bulletin covers:
- Why set up a life assurance policy under trust
- How to set up the trust
- Options after setting up the trust.
Our technical experts look at the case of a married couple with young children and what difference a trust could make to their situation.
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Find out more
You can find out more about putting life assurance under trust and much more in the Aviva Tech Centre. We have Financial Planning Bulletins from our technical experts on a wide variety of subjects.
