What is the problem with a free trust supplied by an insurance company

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What is the problem with a free trust supplied by an insurance company?

Most advisers who help clients set up life insurance policies place the plans in trust to avoid the value falling into the client’s estate on death. However this strategy also raises some problems that an experienced IHT adviser would seek to avoid. This video covers the issues involved.

We have been providing specialist Estate planning and Inheritance tax (IHT) advice for more than 18 years. The aim of this channel is to help you to understand how Inheritance tax works and what you can do to resolve your inheritance tax problems.

The videos are only aimed at people who are domiciled in the UK or foreign nationals who have lived in the UK for 15 years.

I hope you find the content useful.

Charles de Lastic

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