If so, you have taken an important step in ensuring yours and your dependant’s financial security and long term property strategy, however are your plans set up in the best way?
Do you know for sure that your plans will deliver……
- The right amount of money?
- To the right person?
- At the right time?
Is it a matter of trust??
If your plans are not set up in ‘Trust’ they may not deliver in the way you wanted!
A Trust can help ensure that the amount of cover you have put in place will not be diminished with inheritance tax charges, it can ensure the money is paid to exactly who you intended to benefit and it can also ensure it is paid almost immediately. Even with a will in place there can be considerable delays of many months before a claim can be paid out to your beneficiaries, without a will it’s not unknown to take years! This can be avoided by placing the plan in trust.
To review your existing protection plans, for help with trusts and for a free evaluation on the effectiveness of your existing protection planning click here and an adviser will contact you
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