Writing your policy into trust
Here at Caspian Insurance, we have a dedicated trust specialist and an in-house team who can guide you through the process of setting your policy into Trust.
Here at Caspian Insurance, we have a dedicated trust specialist and an in-house team who can guide you through the process of setting your policy into Trust.
We highly recommend that all of our customers set their life insurance policy into trust. The main reasons for this are firstly it helps to mitigate inheritance tax come the time your policy pays out, it helps to avoid probate, and more importantly, it helps to make sure that the money goes to the right people at the right time.
Our in-house teams will guide you through the process and help to fill out all the forms, it will only take 5 minutes of your time but it gives you that confidence in knowing that your money will go to your family at the time of you passing away.
If you would like more advice please send an email to [email protected] or call us on 0808 275 0584. For more information you can read our blog on writing your policy into a trust.