Family Life Assurance Trust

Family Life Assurance Trust

£450.00 GBP Save { sale }
Tax included. Shipping calculated at checkout.
dashboard
Access, update, and track your information effortlessly.
Earn Discount
Register now, earn credits, and enjoy discounts on your orders!

Family Life Assurance Trust: A Smart Move for Estate Planning

The Family Life Assurance Trust is an essential component of effective estate planning, designed to streamline the management of your life assurance policies. By establishing this trust outside of a Will, you can ensure that your beneficiaries receive the full amount of the death benefit, free from inheritance tax deductions.

With the Family Life Assurance Trust, you’re not just protecting your loved ones from financial burdens after you're gone; you're also safeguarding the policy proceeds from potential issues such as remarriage, divorce, and creditor claims. By placing your life insurance policy into the trust, you effectively remove it from your estate for inheritance tax calculations, maximising the amount your family will inherit.

  • Reduces inheritance tax liabilities for your beneficiaries.
  • Protects life insurance proceeds from family disputes.
  • Ensures financial security for your loved ones.
  • Can involve multiple trusts for maximum tax efficiency.

Don’t leave your family’s future to chance. Establish a Family Life Assurance Trust today, and provide them with the peace of mind they deserve.

Expert-Guided Estate Planning, Made Simple

Select your product, add to cart, and let our expert team guide you every step of the way

beae image basic
Beae Builder

Key benefits of Estate Planning

Protect Beneficiaries

Provide financial security for loved ones

Reduce Taxes

Minimise inheritance and capital gains taxes

Prepare for Incapacity

Ensure decisions are made by trusted people

Avoid Probate

Streamline the transfer of assets to heirs

Control Asset Distribution

Decide who inherits what and when

Protect Your Assets

Safeguard wealth for future generations

Plan for Care Costs

Protect assets from care home fees

Preserve Family Wealth

Prevent wealth from being eroded over time

Gain Peace of Mind

Reduce family disputes and secure your wishes

Estate planning ensures your assets are protected, your wishes are honoured, and your loved ones are cared for.

Other Products

We offer a range of specialised services tailored to your estate planning, tax, and trust needs. 
Business - Cross-Border Worldwide
Business
19products
Property & Financial - Cross-Border Worldwide
Property & Financial
24products
Pet Owners - Cross-Border Worldwide
Pet Owners
8products
Care & Health - Cross-Border Worldwide
Care & Health
9products
Lifetime Trusts - Cross-Border Worldwide
Lifetime Trusts
7products
Trusts settled by a Will - Cross-Border Worldwide
Trusts settled by a Will
17products
Trust Management - Cross-Border Worldwide
Trust Management
7products
Tax & Accounting - Cross-Border Worldwide
Tax & Accounting
10products
Estate Planning Reports - Cross-Border Worldwide
Estate Planning Reports
3products
Pre & Post Nuptial - Cross-Border Worldwide
Pre & Post Nuptial
2products
Wills - Cross-Border Worldwide
Wills
10products
Power of Attorney - Cross-Border Worldwide
Power of Attorney
12products
Risk Reduction Statement - Cross-Border Worldwide
Risk Reduction Statement
6products
Deed of Variation - Cross-Border Worldwide
Deed of Variation
5products
Declaration - Cross-Border Worldwide
Declaration
6products
Probate - Cross-Border Worldwide
Probate
2products