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.