Trusts

“WE would like to make a bet with you…. we bet that your adviser did not place your life assurance policy into a trust!

 

If this was not undertaken on your behalf your IHT bill could be huge as without a trust the life assurance monies could fall inside your estate for IHT purposes.

 

Let us come along and check and inspect the situation for free and put it right quickly”

If you'd like us to call you then fill in the form here and we will be in touch

Never miss an update