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 Personal Trusts Hub can help make explaining the many benefits of putting a personal protection policy in trust, and setting one up even easier.
We 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.
We also have our Business Trusts Hub in place. Writing a business protection policy in trust helps to ensure that the right people receive the money in the event of a claim, which is essential at a time when a smooth transition for the business is crucial.
Visit our Personal Trusts Hub or our Business Trusts Hub for more information.