In our latest vodcast and CPD Module, our Financial Planning Manager, Bernadette Lewis explains how things can potentially go wrong when life events affect a protection policy set up in trust whilst also suggesting ways to avoid such potential problems.
The vodcast and supporting reading aims to support protection advisers with understanding protection trust solutions, and avoiding unwanted outcomes at claim stage when life events have affected in-force trusts. To understand:
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The different types of trusts used with protection policies
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The IHT treatment of protection policies in trust – covering both policy premiums and periodic and exit charges
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How to avoid problems with in-force trusts linked to losing touch with trustees, trustee mental incompetence, and post death disputes.
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For insight and opinion on topical industry issues to help you navigate the changing market, take a look at the other vodcasts and webinars in our Expert Series.

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