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Help Centre»»Can I put my life insurance policy in Trust?

Can I put my life insurance policy in Trust?

You can put your life insurance policy in Trust for no extra charge when taking out life insurance cover through Protect Line.

To provide this service to our customers we have a dedicated team of Trust specialists who will run through all the different types of Trust with you on the phone, giving you the peace of mind you are making the right decision for you.

This complimentary service is to help ensure your life insurance payout will go to your chosen beneficiaries and fall outside of your Estate, avoiding the lengthy probate process and potentially avoiding inheritance tax.

Protect Line will reach out to you about putting your life insurance policy into Trust within six weeks of purchasing your policy. If you haven’t heard from us please contact our Existing Customers team and select ‘Speak about a Trust’ in the drop-down.

Trust planning is not regulated by the Financial Conduct Authority. Inheritance tax planning is not regulated by the Financial Conduct Authority.

All help centre articles are designed to help give generic information to UK consumers. Protect Line operates on a non-advised basis, so no help centre article should be considered as advice or an indication of the terms and conditions of your policy. Insurers also update their terms and conditions from time to time and while Protect Line endeavours to keep all information up to date, there is a chance the information on these pages may become outdated. All information is correct at the time of publication. To ensure you fully understand the terms and conditions of your policy please read all your documents and contact us for clarification if there is something you do not understand.

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