Contact us for specialist help with placing life insurance in trust

A trust does several things:

  • It pays money out quickly - no probate delay (assuming there is a surviving trustee)
  • It pays money out to the person or people that you want to benefit

and perhaps most important of all:

Putting your cover in trust means there will be NO INHERITANCE TAX on the payout.

(Unless the trust has a value on a 10th anniversary.)

Contact us for specialist help with placing life insurance in trust
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BNI logoMember of BNI Wrexham
David Jones is the principal of North Wales Independent Advice, an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by The Financial Services Authority.
TenetConnect Services Ltd is entered on the FSA Register under reference 150643. North Wales Independent Advice, 5 Warrenwood Road, Wrexham. LL12 7RN