Put your policy in Trust
Make sure your cover pays out to the right people at the right time.
- You decide who gets how much.
- Money is paid without legal delays.
- Trusts could avoid inheritance tax costs*.
In the vast majority of situations, the best thing you can do is put your Life Insurance policy in Trust.
LifeSearch Trusts offers clients the FREE arrangement of Trusts for their policies, request the forms below. Better still, you can apply online. Click the link right, and get started. Make sure you have details of the policyholder, trustees and beneficiaries available. The form should take about 10 minutes to complete. If your policy is with Royal London or LV=, complete the form at the bottom of this page and we will send you the forms.
*Tax rules are subject to change.