Applying for Life Insurance

Will my family have to pay tax on the life insurance pay out?

We offer a free Trusts service so that your life insurance payout is separate from your estate and therefore will not be subjected to inheritance tax.

Once your policy is set up, our Trusts team will arrange to write your policy in trust, essentially enabling you to choose the beneficiaries of your life insurance payout.

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

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If you still have questions or would like to speak with an adviser please get in touch.

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Making Life Insurance Simple

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