Placing your life insurance policy into a Discretionary Trust ensures that the proceeds bypass your estate, avoiding Probate delays and Inheritance Tax. This approach allows your loved ones to receive the funds promptly and according to your wishes.

If you already have a life insurance policy and want it securely written into Trust, complete with a clear Letter of Wishes for those managing the funds, this service is the solution.

Once you proceed, you will receive a confirmation email with a link to book your consultation. During the consultation, our expert consultants will guide you through drafting your Life Insurance Discretionary Trust documents and associated Letter of Wishes. We will also handle the registration of the Trust directly with your Insurance Provider, making the process seamless and stress-free.