FAQs

How do I set up a Trust?

Setting up a Trust is quite straightforward.

You have a chat with our Trusts team, who will walk you through the process of choosing trustees and beneficiaries of your life insurance policy and filling out the required forms.

It doesn’t take too long, and by putting your policy into Trust, it is paid out to your chosen trustee(s) who will then distribute it to your chosen beneficiaries.

It also means your loved ones won’t have to pay inheritance tax on 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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