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- Life Assurance Trusts, Trust Administration
Deed of Assignment of Life Assurance
- £450.00
- A Deed of Assignment of life assurance is a legal document that transfers ownership of a life assurance policy from one person to another. This type of document can be used in estate planning to help minimise Inheritance Tax (IHT) and protect assets from care home fees.
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- Life Assurance Trusts
Family Joint Life Assurance Trust
- £700.00
- The Family Joint Life Assurance Trust is a type of pilot trust that is established outside of the will. Unlike other trusts that may be referenced in the will, this trust is created for the purpose of assigning life assurance policies. It is a joint trust, meaning there are two or more settlors, and is typically used for joint life…
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- Life Assurance Trusts, Trusts NOT Settled by a Will
Family Life Assurance Trust
- £450.00
- The Family Life Assurance Trust is an effective tool for estate planning that is established outside a Will. Unlike other trusts that may be referenced in the Will, the Family Life Assurance Trust is established specifically for life assurance policies. The process of assigning appropriate policies to the trust enables the removal of the sum insured from the policy holder's…
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