Using Trusts with Life Policies and Pensions

Trusts are often assumed to be a staple of the billionaire, but in their basic form, Trusts are a way of providing your beneficiaries access to capital, without it passing into their own estates. This can protect family wealth from events such as divorce, as well as Inheritance Tax. Trust planning is a complex area and can be disastrous when set up incorrectly.

Using Trusts with Life Policies and Pensions

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