There are many reasons why your clients should consider putting their Life Insurance in trust, including protecting their loved ones from inheritance tax or helping to avoid probate.
Our online trust hub can help make it easier to both explain the many benefits of putting a personal protection policy in trust and to set one up.
We also have two useful interactive tools for you to use with your clients – our Select tool to help you and your clients choose the right type of trust and our Complete tool to help create the trust deed online, so it can be signed and sent to us.
Visit our online trust hub to find out more.