16/09/2025
Do you have a life insurance policy that isnt in a trust? And if not, why?
There are benefits to having your life insurance in a trust, these are:
• Having full control over who recieves the payout.
• The payout is exempt from inheritance tax.
• The beneficiaries can access the payout quicker as you do not need to wait for the probate to be processed.
There really isnt a reason for your policy not to be in a trust. Its free, simple and future proof.
If you have a policy that you would like reviewing and putting into trust, free of charge contact me to arrange a meeting.
📧 [email protected]
📞 07861890065 (or whatsapp)
Crystal Clear Financial Planning Ltd are an authorised representative of Stonebridge Mortgage Solutions who are authorised and regulation by the Financial Conduct Authority. As with all insurance policies, conditions and exclusions will apply.