- 6-8 York Place, Leeds, LS1 2DS
Financial Protection Specialists
Financial Protection Specialists
There are a number of benefits to using a trust for your life insurance:
Having a trust in place potentially saves you from paying up to 40% Inheritance tax on your life insurance payout.
A trust also ensures the monies are paid to the right people as you can name them now so there are no grey areas if you pass away.
Also you may have heard stories of insurance companies taking long periods of time to pay out on claims, with a trust the money is paid out right away, as soon as the claim has been approved.
Please get in touch if you would like more information regarding writing your insurance into a Trust.
Writing a Will allows you to have control over what happens to your property, money and belongings after you die.orem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Writing a Will allows you to have control over what happens to your property, money and belongings after you die.
We are offering a Will writing service, in partnership with The Will Place. For all new and existing clients, we are happy to pay for this service so there is no cost to you. There’s no catch, we just believe that it’s essential to ensure your estate is protected and a professionally written Will is a key part of that. It ensures that your assets are passed on according to your wishes, minimises the risk of disputes, and can help protect your loved ones, especially where children or complex family arrangements are involved.
Protect your loved ones with a legally valid Will in just 15 minutes. The Will Pace platform makes Will creation simple and secure, guiding you through each step and highlighting any risks based on your unique circumstances.
Key Features Include:
Get expert advice when needed for complex situations.
Your will is safely stored in your account, ready to update anytime.
Complete your will online with ease and confidence.
