A will is a legal document that sets out exactly what you want to happen when you pass away. This includes things like guardianship of your children, funeral wishes and how your estate should be shared between your loved ones. Without one, these things are left up to the laws of intesacy, meaning you won't have a say over who gets what.
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What is a Trust?
A Trust is a legal document that ensures money from a policy claim is kept seperate from your estate on death. Unlike a Will, it can mitigate Inheritance Tax and speeds up a claim. A Trust allows you - and whoever you choose - to control what happens to your money after your death.
Placing your Life Assurance policy into a Trust is strongly recommended and is free of charge through ourselves